Receptionist/Administrative Assistant

Receptionist – Financial Advisor’s Office

Location: W. Ocean City, MD
Employment Type: Full-Time

About the Position

We are seeking a friendly, professional, and highly organized Receptionist to join our financial advisory office. The receptionist will be the first point of contact for our clients and visitors and will play an important role in creating a welcoming, professional office environment.

The ideal candidate is personable, dependable, detail-oriented, and comfortable handling multiple responsibilities while maintaining a high level of confidentiality. Must be able to pass a background check.

Responsibilities

• Greet clients and visitors in a warm and professional manner
• Answer and direct incoming phone calls and emails
• Schedule and coordinate client appointments
• Maintain the reception and conference area and general office organization
• Assist with client correspondence, scanning, filing, copying, and other administrative tasks
• Assist with office projects
• Receive and distribute mail and packages
• Maintain accurate client and office records
• Provide general administrative support to the financial advisors and office staff
• Handle confidential client information with discretion and professionalism
• Take out the trash

Qualifications

• Previous receptionist, administrative, customer service, or office experience preferred
• Excellent communication and interpersonal skills
• Professional appearance and demeanor
• Strong organizational skills and attention to detail
• Ability to manage multiple tasks and prioritize effectively
• Proficiency with Microsoft Office, including Outlook, Word, and Excel
• Ability to work independently as well as part of a team
• Experience in a financial services or professional office environment is a plus

What We Offer

• Professional and welcoming work environment
• Competitive salary based on experience
• Health Insurance
• 401k
• Paid time off and holidays
• Opportunity to grow within an established financial advisory practiceIf you are someone who enjoys working with people, takes pride in providing excellent service, and wants to be part of a professional financial advisory team, we would love to hear from you.

Job Type: Full-time

Pay: $18.30 - $18.75 per hour

Expected hours: 39.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Education:

• Associate (Required)

Experience:

• Office: 1 year (Required)

Location:

• Ocean City, MD 21842 (Preferred)

Ability to Commute:

• Ocean City, MD 21842 (Required)

Ability to Relocate:

• Ocean City, MD 21842: Relocate before starting work (Required)

Work Location: In person