Description
Position Overview:

We are seeking a professional, personable, and highly organized Part-Time Receptionist to support a well-established wealth management firm. This role is the first point of contact for clients and visitors and plays a key part in delivering a polished, high-touch client experience. The ideal candidate thrives in a client-facing environment and is comfortable supporting a fast-paced, detail-oriented office.

Schedule:

25–30 hours per week (standard business hours; schedule to be discussed)


Key Responsibilities:

+ Greet clients and visitors with professionalism and a welcoming demeanor

+ Answer and route incoming calls; respond to general inquiries or direct appropriately

+ Manage front desk operations and maintain a polished, organized reception area

+ Schedule client meetings and assist with calendar coordination for advisors

+ Support client intake processes, incl...