Bilingual Receptionist – Wealth Management Admin & Concierge

Agc-Consulting; San Juan (PR); On-site; USD 32,000 - 42,000; Full time

Job summary

Agc-Consulting in San Juan, PR seeks a professional Receptionist to be the first point of contact for clients, visitors, and partners. You will handle bilingual calls, greet guests, and support administrative tasks within a wealth management environment.

The role requires strong organizational and communication skills, attention to detail, and proficiency with MS Office. Prior receptionist or administrative experience is preferred, with a professional demeanor and ability to handle confidential

Qualifications

• Intermediate English proficiency required.
• Experience in reception, customer service, or administrative support.
• Strong tech skills with MS Office.

Responsibilities

• Handle inbound and outbound client calls in English and Spanish.
• Greet clients, visitors and vendors professionally.
• Prepare and process client contracts and related documents.
• Schedule appointments and meetings.
• Maintain accurate client records in internal systems.
• Support onboarding and servicing of wealth management clients.
• Assist with scheduling, email correspondence, and client communications.
• Maintain confidentiality of sensitive financial information.

Skills

Bilingual English/Spanish

Customer-focused

Organizational skills

Communication skills

Tech-savvy

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Agc-Consulting in San Juan, PR seeks a professional Receptionist to be the first point of contact for clients, visitors, and partners. You will handle bilingual calls, greet guests, and support administrative tasks within a wealth management environment.

The role requires strong organizational and communication skills, attention to detail, and proficiency with MS Office. Prior receptionist or administrative experience is preferred, with a professional demeanor and ability to handle confidential