Receptionist

Job Description - Receptionist

Wealth Management & Retirement Plans Firm

About the Role

Our client, a wealth management & retirement plans firm, is seeking a professional, organized, and customer-focused Receptionist to serve as the first point of contact for clients, visitors, and business partners. This role plays a key part in delivering an exceptional client experience while supporting administrative and operational functions of the office.

The ideal candidate is bilingual (English & Spanish), has strong organizational and communication skills, tech-savvy, detail-oriented, and comfortable interacting with clients in a professional, friendly, and confident manner.

Key Responsibilities

• Handle inbound and outbound client calls in English and Spanish, delivering courteous and professional service.

• Respond to general inquiries and provide accurate information to clients and visitors.

• Welcome clients, visitors, and vendors in a professional and courteous manner.

• Assist in the creation, preparation, and processing of client contracts and related documentation.

• Schedule appointments, meetings, and conference calls.

• Enter, update, and maintain accurate client records and documentation in internal systems and databases.

• Support onboarding and ongoing servicing of wealth management and retirement plan clients.

• Coordinate document collection, follow-ups, and compliance-related paperwork.

• Assist with scheduling, email correspondence, and client communications.

• Maintain confidentiality and handle sensitive financial and personal information with discretion.

• Support additional administrative and operational tasks as assigned.

Qualifications & Skills

• Intermediate English proficiency required (spoken and written), with the ability to answer and direct telephone calls, greet and assist English-speaking clients and visitors, respond to basic inquiries, and communicate effectively in a professional office environment.

• Previous experience in reception, customer service, or administrative support roles.

• Strong technology skills, including:

  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint

• Excellent interpersonal and communication skills, with a client-focused mindset.

• Strong attention to detail, organization, and follow-through.

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

• Professional demeanor and ability to interact confidently with clients and internal teams.

Why Joining the Team

• Be part of a growing firm dedicated to delivering personalized, high-quality wealth management and retirement solutions.
• Collaborative and professional work environment.
• Opportunity to build experience in the financial services and retirement planning space.
• Exposure to client relationship management and core business operations.