Corporate Receptionist

Job description:

A well-established wealth management firm based in Bethesda MD, is seeking a polished and proactive Receptionist & Office Administrator to serve as the first point of contact for clients, visitors, and vendors. This role is ideal for individuals who thrive in a fast-paced, client-focused environment and enjoy keeping an office running smoothly.

This position is offered through our staffing agency, and the selected candidate will work directly with our client.

Key Responsibilities:

• Greet and engage visitors with professionalism and a warm, welcoming demeanor.
• Manage incoming calls, screen inquiries, and direct communication to appropriate staff members.
• Maintain an organized and professional reception area and other client-facing spaces.
• Coordinate meeting schedules, conference room reservations, and internal calendars.
• Prepare and process documentation, applications, onboarding packets, and basic compliance forms.
• Assist with mailings, marketing materials, and event support.
• Track, order, and maintain inventory of office supplies.
• Support travel arrangements, expense reports, and logistics for staff and leadership.
• Help coordinate internal celebrations (birthdays, anniversaries, recognition events).
• Provide administrative support, including document preparation and data entry.
• Adhere to confidentiality, compliance, and internal protocol standards.
• Partner with facilities/IT teams to troubleshoot basic office equipment issues.

Qualifications:

• High school diploma required; Associate’s or Bachelor’s degree preferred.
• 2 years of experience in a professional office environment (financial or legal industry experience a plus).
• Exceptional interpersonal skills and a client-first mindset.
• Strong organizational skills with the ability to prioritize multiple tasks.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Experience with CRM or document management systems is helpful.
• Excellent written and verbal communication skills.
• High attention to detail, accuracy, and professionalism.
• Ability to maintain confidentiality and handle sensitive information.
• Self-starter with a proactive approach to problem-solving.
• Comfortable in a fast-paced, high-performance setting.

Compensation & Benefits:

• Competitive salary, based on experience
• Comprehensive benefits package (health, dental, vision, disability, 401(k)).
• Support for professional development and continuing education.
• Paid parking or transit stipend.
• Opportunities for long-term growth within a respected organization.