Receptionist

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Our client is seeking a professional, service‑oriented Receptionist to join a highly respected investment office serving ultra‑high‑net‑worth families and charitable institutions. This is a front‑of‑house, client experience-focused role requiring exceptional professionalism, hospitality, and attention to detail. The ideal candidate is warm, proactive, and thrives in a white‑glove environment where client service and presentation are paramount. Hours are 8:30am-5:30pm, and the role is fully onsite five days per week.

Key Responsibilities:

• Serve as the face of the firm, greeting clients, visitors, and guests with professionalism and warmth
• Register visitors with building security and coordinate guest arrivals
• Answer and direct incoming phone calls
• Maintain conference rooms, reception areas, and client spaces to the highest standards
• Coordinate meeting logistics, catering, and room setup
• Manage conference room calendars and scheduling
• Support the Advisory Team with printing, mailing, and preparation of client materials
• Handle incoming and outgoing mail, courier deliveries, and large mailing projects
• Assist with office organization and administrative projects as needed
• Ensure a seamless, high-touch experience for ultra‑high‑net‑worth clients and distinguished guests
• Identify opportunities to enhance the client experience and proactively anticipate needs

Qualifications:

• Bachelor’s degree required
• 2+ years of hospitality, luxury service, concierge, fitness, restaurant, hotel, or client service experience highly preferred
• Strong customer service mindset with a “five‑star hospitality” approach
• Excellent communication and interpersonal skills
• Professional, polished presentation and executive presence
• Strong organizational skills and attention to detail
• Ability to multitask and manage competing priorities
• Positive attitude, strong work ethic, and team‑oriented approach
• Financial services experience is a plus but not required

Compensation/Benefits:

• Up to $90K base salary + paid overtime + discretionary bonus
• Medical, dental, and vision benefits (multiple plan options, including fully employer‑paid plans for employees and families)
• 401(k) plan
• PTO package
• Remote week between Christmas and New Year’s
• Annual charitable donation benefit
• Opportunity for advancement into broader client service or administrative functions over time

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