Front Desk Receptionist

Overview:

Kentucky Planning Partners, LLC is seeking a full-time Front Desk Receptionist to provide essential guest relations to our clients and operational support to our team of financial advisors and our firm. The ideal candidate will be highly motivated to greet every client with a white glove service approach and eager to learn and enhance internal systems, and must maintain a professional demeanor, punctuality, and appropriate appearance.

Key Responsibilities:

Front Desk & Client Service

• Greet clients and visitors in a professional, friendly, and welcoming manner
• Answer, screen, and direct incoming phone calls
• Schedule and confirm client appointments
• Maintain a clean and organized reception area

Administrative Support

• Prepare and organize client paperwork before meetings
• Scan, file, and maintain client documents (physical and digital)
• Perform basic data entry into CRM or financial planning software
• Handle incoming and outgoing mail
• Order office supplies as needed

Team Support

• Assist advisors with meeting preparation (printing reports, assembling folders, etc.)
• Follow up with clients for missing documents when requested
• Help maintain client contact lists and track birthdays/anniversaries
• Support occasional client events, mailings, and vendor coordination

Scheduling & Coordination

• Manage calendars and coordinate appointments for the team
• Book meeting rooms and assist with internal and vendor-related scheduling

Security & Safety

• Monitor front desk activity to help ensure office security and safety

Qualifications

• Strong communication and interpersonal skills
• Professional phone and email etiquette
• Organized, detail-oriented, and able to multitask
• Basic proficiency in Microsoft Office or Google Workspace
• Ability to handle confidential information with discretion

Preferred / Helpful

• Experience with a CRM system or Redtail
• Background in financial services or related industry

Ideal Traits

• Warm, professional demeanor
• Reliable, punctual, and proactive
• Comfortable working in a small team environment
• Willingness to take initiative and stay productive during slower periods

Qualified candidates will be notified by phone or email, and a thorough hiring process will be conducted. Please send your resume and a cover letter to the contact information below – we will then reach out to you to schedule an interview.

Please send us:

• Your resume
• Cover letter that describes you and your qualifications
• At least two references

Contact:

Lucas Holloway

(502) 394-0400

lucas.holloway@lpl.com

Job Type: Full-time

Pay: Up to $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Work Location: In person