Client-Focused Office Concierge & Admin – Growth Path

Express Employment Professionals Tysons, VA; Bethesda (MD); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Paid parking

Transit stipend

Job summary

Bethesda Wealth Management Firm is seeking a polished Receptionist & Office Administrator to serve as the first point of contact for clients, visitors, and vendors. This role operates in a fast-paced, client-focused environment within a wealth management setting.

The selected candidate will support travel plans, meetings, onboarding, and various administrative tasks while maintaining confidentiality and professional standards. A proactive, detail-oriented approach is essential.

Qualifications

• 2+ years in a professional office environment.
• Excellent written and verbal communication.
• Ability to maintain confidentiality and handle sensitive information.
• Experience in financial or legal industry a plus.

Responsibilities

• Greet visitors professionally and warmly.
• Manage incoming calls and direct inquiries.
• Maintain organized reception and client-facing spaces.
• Coordinate meetings, conference rooms, and calendars.
• Prepare documentation, onboarding packets, and basic forms.
• Support travel, expenses, and staff logistics.
• Assist with mailings, materials, and events.
• Maintain office supplies inventory.
• Ensure confidentiality and compliance with standards.
• Collaborate with facilities/IT for equipment issues.

Skills

Interpersonal skills

Client-first mindset

Organizational skills

Time management

Communication skills

Education

High school diploma

Associate's degree preferred

Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

Document management systems

Job description

Bethesda Wealth Management Firm is seeking a polished Receptionist & Office Administrator to serve as the first point of contact for clients, visitors, and vendors. This role operates in a fast-paced, client-focused environment within a wealth management setting.

The selected candidate will support travel plans, meetings, onboarding, and various administrative tasks while maintaining confidentiality and professional standards. A proactive, detail-oriented approach is essential.