Front Office Receptionist

CXO Financial — Part-Time Front Office Receptionist (Client Experience Coordinator)

Position Type: Part-time (typically 10–25 hours/week; may flex during busy seasons)

Location: On-site (CXO office)

Reports to: Operations Manager / Managing Partner

Compensation: Hourly (based on experience)

Start Date: 1/12/26

Role Summary

CXO Financial is seeking a warm, organized, and detail-oriented Part-Time Front Office Receptionist to serve as the first point of contact for clients, partners, and visitors. This role is the hub of the office—supporting a high-trust client experience, protecting confidentiality, and keeping front-office operations running smoothly.

Key Responsibilities

Front Desk & Client Experience

• Greet clients and visitors professionally and create a welcoming, high-trust environment.
• Answer and route incoming calls, take accurate messages, and respond to basic inquiries.
• Manage the reception area (clean, stocked, client-ready), including coffee/water and supplies.
• Coordinate visitor check-in/out and maintain a professional front-of-house presence.

Scheduling & Coordination

• Schedule and confirm appointments for partners and staff (phone, in-person, video).
• Coordinate meeting rooms, prepare space/materials, and support client meeting logistics.
• Send appointment reminders and assist with rescheduling/cancellations.
• Help coordinate internal team calendars, deadlines, and office traffic flow.

Administrative Support

• Scan, upload, and index documents to the proper client folders (SharePoint/OneDrive or other systems).
• Sort mail, handle outgoing mail/shipping, and manage deliveries.
• Maintain office supply inventory and submit restock requests.
• Assist with light administrative tasks: data entry, checklists, assembling client packets, printing, and filing.

Client Intake & Follow-Up Support (Non-Advisory)

• Support onboarding logistics: forms, checklists, and document request tracking.
• Follow up on missing documents or signatures using approved scripts/templates.
• Direct clients to the appropriate team member for tax/accounting questions (no tax advice given).

Confidentiality & Compliance

• Protect client confidentiality and follow CXO's privacy and security procedures.
• Handle sensitive documents appropriately (printing, scanning, storage, and disposal).
• Maintain professional boundaries and follow escalation protocols for urgent issues.

What Success Looks Like (30–90 Days)

• Clients consistently describe CXO's front desk experience as friendly, professional, and efficient.
• Calls and messages are accurately routed with minimal follow-up needed.
• Scheduling is smooth and meeting rooms are always prepared.
• Documents are scanned/uploaded correctly and consistently, reducing staff rework.
• Office operations feel calmer, cleaner, and more organized.

Qualifications

Required

• 1 year experience in reception, office administration, hospitality, or client service.
• Strong communication skills (phone, email, in-person).
• High attention to detail and ability to follow documented processes/checklists.
• Comfort with basic tech: email, calendars, scanning, PDF handling, Microsoft 365.
• Professional demeanor and ability to maintain confidentiality.

Preferred

• Experience in a professional services environment (CPA firm, law firm, financial services, medical office).
• Familiarity with scheduling tools (Outlook) and CRM/client portals.
• Basic understanding of business documents (engagement letters, invoices, tax organizers) is a plus.

Core Competencies

• Client-first mindset and polished communication
• Organized, reliable, and proactive
• Calm under pressure; handles interruptions well
• Discreet and trustworthy with sensitive information
• Team-oriented and willing to jump in where needed

Physical / Work Requirements

• Ability to sit/stand at a front desk, answer phones, and use standard office equipment.
• Ability to lift up to ~25 lbs (paper boxes, supplies) occasionally.

CXO Values (How We Work)

• Trust and confidentiality are non-negotiable
• Process-driven, detail-focused execution
• Warm, human client experience
• Ownership mentality—solve, don't stall
• High standards with a service minded approach

How to Apply

Submit:

• Resume
• Short note (5–8 sentences) describing why you're a fit and your availability (days/times)

Pay: $ $20.00 per hour

Expected hours: 10.0 – 25.0 per week

Work Location: In person

Salary : $20