Part Time Receptionist & Marketing Coordinator

Part-Time Receptionist & Marketing Coordinator

Visper Retirement Solutions | Waltham, MA | Part-Time | $23–$25 per hour
Monday, Wednesday, Friday, 9:00 am – 5:00 pm, plus 1–2 workshop evenings per month

Are you a people person who also loves staying organized and seeing results? Visper Retirement Solutions is looking for a Part-Time Receptionist & Marketing Coordinator to be the welcoming face of our Waltham office, connect with prospective clients, and help our marketing and educational workshops run smoothly.

If you have a year or two of office, customer service, or marketing experience and want a role with real variety at a small company, we’d love to meet you.

About Visper

Visper Retirement Solutions is a boutique financial services firm specializing in retirement planning. We help individuals and families make informed decisions about retirement income, Social Security, asset protection, and estate planning.

We believe financial planning shouldn’t be complicated or intimidating. As a small company, we work closely together, know our clients by name, and rely on every team member to deliver a warm, professional experience.

What Your Week Looks Like

• Reception and office support throughout the day: greeting clients, answering calls, and keeping the office running smoothly.
• Client outreach: calling workshop attendees and people who’ve requested information to schedule appointments.
• Marketing: creating content and tracking results.
• 1–2 evenings per month staffing our educational retirement planning workshops.

What You’ll Do

Reception & Client Experience

• Greet clients and visitors in person and make them feel welcome.
• Answer phone calls, emails, and general inquiries promptly and courteously.
• Schedule appointments and send confirmations and reminders.
• Keep reception and meeting areas client-ready and prepare rooms before client meetings.
• Handle mail, office supplies, and document preparation, scanning, and filing.

Client Outreach

• Call workshop attendees and people who’ve requested information to answer questions and schedule appointments.
• Follow up consistently and connect each prospect with the right team member.
• Keep prospect and client records accurate and up to date in Wealthbox, our CRM.

Marketing & Workshops

• Help write newsletters, email campaigns in Mailchimp, and educational materials.
• Create flyers, graphics, and presentations using Canva and PowerPoint.
• Coordinate workshop registrations, attendee lists, confirmations, and post-event follow-up.
• Staff 1–2 evening workshops per month, including setup, check-in, and greeting attendees.
• Maintain the marketing calendar and project timelines.

Tracking & Reporting

• Track registrations, attendance, response rates, appointments scheduled, and conversions.
• Maintain Excel spreadsheets and prepare simple reports for the team.
• Compare campaign and event results and share what’s working and what could improve.

Who We’re Looking For

You enjoy both the people side and the organized, numbers side of a business.

Must-haves:

• About 1–2 years of experience in reception, office administration, customer service, or marketing.
• Strong, confident phone skills, including comfort making outbound calls and following up.
• Working knowledge of Excel and Word.
• A friendly, professional presence with clients in person.
• Clear writing, strong organization, and attention to detail.
• Discretion with confidential client information.
• Availability Monday, Wednesday, and Friday, 9:00 am to 5:00 pm, plus 1–2 evenings per month.

We’ll train you on: Wealthbox, Mailchimp, Canva, and the financial services side. No finance background is required.

Nice to have: Microsoft Office skills, CRM experience, or marketing coursework.

Why Join Us

• A small-company environment. You’ll work side by side with our team. Your ideas are heard, and good ones are put into action quickly.
• Variety. Reception, client outreach, marketing, and reporting in one role build a broad, practical skill set.
• See your impact. You’ll track the results of our marketing and see how your work helps clients and the business grow.
• Room to grow. Gain experience in client relations, marketing, and business development in a relationship-driven industry where trust matters.
• Work-life balance. A consistent three-day schedule leaves room for school, family, or other commitments.

The Details

• Position: Part-Time Receptionist & Marketing Coordinator
• Location: Waltham, MA (in office), conveniently located just off I-95, with free parking
• Schedule: Monday, Wednesday, Friday, 9:00 am – 5:00 pm
• Evenings: 1–2 workshop evenings per month (required)
• Pay: $23–$25 per hour
• Start date: Immediately
• Duration: Ongoing part-time position

How to Apply

Apply through ZipRecruiter with your resume and a short note about why this role interests you.

Visper Retirement Solutions is a boutique financial services firm. We help individuals and families navigate one of life's biggest financial transitions: retirement.

We believe financial planning shouldn't be complicated or intimidating. As a small company, we work closely together, know our clients by name, and rely on every team member to help us deliver a warm, professional experience.