Client-Focused Front Desk & Admin Specialist

Alphastar Capital Management; Cincinnati (OH); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, Dental and Vision insurance

Generous PTO policy

Group life insurance policy

Job summary

A successful financial planning firm in Cincinnati, OH is seeking a full-time Receptionist to manage daily front office operations. This role includes welcoming clients, answering calls, and providing administrative support to financial advisors. Candidates should have at least 2 years of experience, excellent organizational skills, and be proficient in Microsoft Office. The firm offers competitive medical benefits, generous PTO, and additional ancillary benefits.

Qualifications

• 2 years of executive or administrative assistant experience in a similar field required.
• Proficiency in Microsoft Office Suite and experience with CRM systems required.
• Exceptional verbal and written communication abilities are necessary.

Responsibilities

• Greet clients in person or on the phone in a professional and welcoming manner.
• Check phone messages, update calendars, confirm appointments, and pull client files.
• Prepare the lobby and conference rooms for client meetings.

Skills

Organizational skills

Client communication

Microsoft Office Suite

Attention to detail

Education

High School Diploma or GED

Associate or bachelor's degree

Tools

CRM systems

Job description

A successful financial planning firm in Cincinnati, OH is seeking a full-time Receptionist to manage daily front office operations. This role includes welcoming clients, answering calls, and providing administrative support to financial advisors. Candidates should have at least 2 years of experience, excellent organizational skills, and be proficient in Microsoft Office. The firm offers competitive medical benefits, generous PTO, and additional ancillary benefits.