What are the responsibilities and job description for the Receptionist position at Jaffe Tilchin Wealth Management?
Company Description
Jaffe Tilchin Wealth Management is a boutique private wealth management firm dedicated to client success in investment and risk management. With a team of professionals, the firm passionately works to meet the individual needs of every client.
Role Description
This is a full-time, on-site Receptionist role based in Tampa, FL. As a Receptionist, you will manage front desk operations, greet and assist clients, answer and route phone calls, maintain schedules, and perform general clerical duties. This role requires exceptional organizational skills, professional communication, and the ability to provide a welcoming and efficient experience for visitors and team members alike.
Qualifications
- Effective Phone Etiquette and excellent interpersonal communication skills
- Experience as a receptionist/administrative assistant
- Strong Clerical Skills, including organizing, filing, and record-keeping
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Ability to multi-task, prioritize, and maintain attention to detail
- Prior experience in a wealth management or financial services firm is a plus
- High school diploma or equivalent; additional certifications are a bonus
- Bilingual (English and Spanish) is a plus