Receptionist

We are looking for a dependable Receptionist to support a financial services office. This Long-term Contract position is ideal for someone who enjoys creating a positive front-office experience while keeping daily administrative activities organized and efficient. The person in this role will serve as a key point of contact for visitors, clients, and internal staff, helping the office run smoothly with discretion.

Responsibilities:
• Welcome clients, guests, and vendors with a courteous and attentive approach that reflects the standards of the office.
• Answer and direct incoming calls through a multi-line phone system, ensuring messages and inquiries are handled promptly and accurately.
• Coordinate calendars and arrange appointments while helping maintain an orderly daily schedule for office activities.
• Process incoming and outgoing mail, packages, and other correspondence, keeping deliveries organized and on track.
• Prepare, scan, file, and update documents and records to support accurate office and client information management.
• Keep the reception area, meeting spaces, and shared office areas neat, presentable, and ready for use throughout the day.
• Provide administrative assistance to advisors, leaders, and team members as needed for meetings, reporting, and general office tasks.
• Support meeting setup and other operational needs that arise, contributing to an efficient and well-prepared office environment.
• Handle confidential client and company information with sound judgment and care.• Prior experience in a receptionist, front desk, administrative support, or customer-facing office role is preferred.
• Strong verbal and written communication skills with the ability to interact effectively with clients and colleagues.
• Demonstrated customer service skills and a welcoming presence in a business setting.
• Excellent organizational skills and close attention to detail when managing records, schedules, and routine tasks.
• Ability to balance multiple responsibilities effectively in a busy office environment.
• Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
• Comfortable working with sensitive information and maintaining strict confidentiality.
• Experience in financial services, banking, insurance, wealth management, or another services environment is helpful but not required.