Administrative Assistant & Receptionist

Company Description

Pintler Wealth Management Group of River City Capital brings over 40 years of investment planning expertise to guide clients towards financial success. The team is dedicated to building strong, trust-based client relationships while delivering exceptional personal service. Focused on empowering clients, the firm offers high-quality investment planning experiences tailored to help achieve life goals with clarity and confidence. Investment services are provided through Wells Fargo Advisors Financial Network, LLC, a registered broker-dealer and Member SIPC.

We are seeking an Admin Assistant & Receptionist to serve as the welcoming face and first point of contact for our growing team. In this role, you will provide exceptional customer service, support daily office operations, and ensure a warm, professional, and efficient experience for every client and visitor.

Primary Duties

Client & Visitor Experience

• Greet clients and visitors warmly, ensuring a polished and professional first impression.
• Manage the front desk environment, maintaining a clean, organized, and inviting reception area.
• Answer and direct incoming calls and emails with courtesy and accuracy.
• Assist clients with general inquiries, appointment confirmations, and basic service requests.
• Provide hospitality support (beverages, meeting room setup, visitor check‑in).

Administrative & Office Support

• Schedule and coordinate meetings, including reminders and calendar updates.
• Handle incoming and outgoing mail, packages, and courier services.
• Maintain office supplies, inventory, and vendor relationships.
• Assist with preparing documents, forms, and correspondence as needed.
• Support team members with administrative tasks and special projects.

Operational Support

• Help gather and input client information into internal systems.
• Ensure adherence to company policies, procedures, and compliance standards.
• Assist with scanning, filing, and maintaining confidential records.

Experience and Skills

• Excellent verbal and written communication skills.
• Warm, professional, and polished interpersonal style.
• Ability to maintain strict confidentiality with client and company information.
• Positive attitude with a willingness to support various business initiatives.
• Strong organizational skills with a process‑oriented mindset.
• Ability to multitask and prioritize in a fast‑paced environment.
• Comfortable learning new software and navigating technology.
• A proactive mindset with the ability to anticipate needs and solve problems quickly.

Qualifications

• High school diploma required; associate degree or higher preferred.
• Prior receptionist, administrative assistant, or customer service experience strongly preferred.
• Strong computer skills, including Microsoft Office Suite (Outlook, Word, Excel, Teams, Internet Explorer, CoPilot).
• Ability to work independently and collaboratively.
• Professional appearance and demeanor.