What are the responsibilities and job description for the Receptionist position at Strategic Wealth Specialists?
About Us
Strategic Wealth Specialists is a premier financial services firm dedicated to helping individuals and businesses achieve financial security. We are seeking a professional, organized, and service-oriented Administrative Assistant/Receptionist to support the daily operations of our office and create a welcoming environment for our clients and team members.
Position Summary
As the Administrative Assistant/Receptionist, you will be the first point of contact for our company, responsible for greeting visitors, handling incoming calls, and supporting various administrative tasks. The ideal candidate is detail-oriented, adaptable, and thrives in a fast-paced, client-focused environment.
Key Responsibilities
- Greet and assist clients, visitors, and team members in a professional and friendly manner
- Manage all incoming phone calls and route them appropriately
- Handle incoming and outgoing mail and deliveries
- Maintain the cleanliness and organization of the reception and common areas
- Order and maintain inventory of office and breakroom supplies
- Provide general administrative support, including data entry, filing, scanning, and document preparation
- Assist with internal communications and client correspondence
- Support team members with special projects and tasks as needed
Qualifications
- Proven experience in a receptionist, administrative, or office support role
- Excellent verbal and written communication skills
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Strong organizational and time management skills
- Ability to multitask and prioritize in a busy environment
- Professional appearance and demeanor
- Positive and proactive attitude with a customer-service mindset
- High school diploma or equivalent required; additional administrative training or education is a plus
- Must be authorized to work in the United States
What We Offer
- A supportive and collaborative team environment
- Ongoing professional development and training opportunities
- Competitive compensation package
- Benefits include:
- 401(k) with company match
- Health and dental insurance
- Career growth and advancement opportunities
Strategic Wealth Specialists is committed to creating a workplace that fosters growth, professionalism, and respect. If you are organized, personable, and ready to contribute to a dynamic team, we encourage you to apply.