Parttime Receptionist

Who we are…

At Diamond Wealth Advisors we provide emotional and financial clarity for life’s transitions.

At Diamond Wealth, we believe money can create freedom that allows you to pursue what is most important in life NOW and in the future… and it doesn’t have to be complicated. We are a specialized Wealth Management Firm serving military and federal employees, business owners, executives, and their families. Our clients have enjoyed our trusted services – helping them find their “True Wealth”, allowing them time for their purpose. 

Position Overview

The Receptionist plays a key role in ensuring a seamless client experience and well-organized office environment. This individual will provide friendly, professional assistance to clients and guests while helping ensure calls, scheduling requests, office supplies, and general office needs are handled professionally and efficiently.

The ideal candidate is organized, personable, patient, and comfortable managing multiple priorities in a busy professional environment. This individual should enjoy helping others, take pride in maintaining a welcoming and organized office environment, and be able to communicate effectively with a variety of clients and team members.

This is a part-time position anticipated to average approximately 20 hours per week.

Essential Job Functions 

The responsibilities listed below are intended to describe the general nature and level of work performed in this position and are not intended to be an exhaustive list of all duties and responsibilities. Additional responsibilities may be assigned based on the needs of the firm.

• Serve as a welcoming and professional first point of contact for clients and visitors, whether through in-person office visits or by answering and directing incoming calls for two office locations and multiple advisors
• Respond to general client questions with patience and professionalism, aiding when possible and directing more complex needs to the appropriate team member
• Coordinate and schedule client and prospect meetings, appointments, and other relevant interactions
• Manage multiple incoming calls and requests, prioritizing and routing them appropriately in a busy office environment
• Monitor and maintain office supplies and branded firm materials, including ordering or coordinating replenishment
• Help maintain a clean, organized, and welcoming office environment, including keeping conference rooms, break room, kitchen, and common areas tidy and stocked
• Maintain coffee, beverages, snacks, and other client and team refreshments and ensure supplies are replenished
• Provide general administrative support to the team, including maintaining accurate client communication and scheduling information in firm CRM
• Assist with client and team projects and special initiatives, such as preparing and coordinating client gifts, mailings, and other client appreciation activities
• Aid Director of Exec Administration with on-site support of CEO as requested
• Help with other administrative, office, client, and special projects as needed
• Facilitate special visitor or team lunch ordering as requested
• Maintain confidentiality and adhere to firm policies and procedures

Education, Skills, and Experience Requirements

• Prior administrative, receptionist, customer service, or office support experience preferred; professional services or financial services experience is a plus
• Excellent interpersonal and communication skills with a professional, friendly, and patient approach to client service
• Strong organizational and time management skills with the ability to manage multiple priorities in a busy environment
• Strong attention to detail and a proactive approach to keeping the office organized, stocked, and running smoothly
• Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and Teams, required; experience with Salesforce a plus 
• Comfortable learning new technology, systems, and industry terminology
• Dependable, self-motivated, and able to maintain a high level of professionalism and confidentiality
• Marketing Experience is a plus
• Ability to complete required background screening and fingerprinting

Nothing in this job description constitutes an expressed or implied contract of employment or warranty of any benefits. The incumbent’s employment is a voluntary employment-at-will relationship for no definite period of time. Employer has the right, in its sole discretion, to amend, modify or terminate this job, in whole or in part, at any time and without notice.

Diamond Wealth Advisors is an equal opportunity employer