Front Desk & Client Experience Specialist

Thorley Wealth Management Inc; City of Rochester (NY); On-site; USD 23,419 - 30,307; Full time

Benefits offered by this job

401(k)

Competitive salary

Health insurance

Paid time off

Training & development

Job summary

Thorley Wealth Management Inc. in Rochester, NY seeks a friendly Receptionist to create a professional first impression for clients and visitors. You will answer calls, greet guests, direct inquiries, and support meeting logistics to ensure a smooth front-office operation.

The ideal candidate has strong telephone skills, excellent communication, and a dependable, detail-oriented work ethic. Three to five years of office experience and a two-year administrative or business degree are preferred.

Qualifications

• Three to five years of office experience preferred.
• Two-year administrative or business degree preferred.
• Excellent telephone skills and professional communication.
• Positive attitude and pleasant demeanor.
• Strong work ethic, dependability, and professionalism.
• Ability to maintain confidentiality and handle client interactions with discretion.

Responsibilities

• Answer inbound calls in a professional, courteous manner and route as needed.
• Greet clients and visitors; create a warm, welcoming front-office environment.
• Assist with mailings, deliveries, and client communications each month.
• Schedule client review meetings and support advisor logistics as directed.
• Maintain office appearance and support routine administrative tasks.

Skills

Telephone skills

Professional communication

Organizational skills

Confidentiality

Customer service

Education

Two-year administrative or business degree

Tools

Microsoft Office

Job description

Thorley Wealth Management Inc. in Rochester, NY seeks a friendly Receptionist to create a professional first impression for clients and visitors. You will answer calls, greet guests, direct inquiries, and support meeting logistics to ensure a smooth front-office operation.

The ideal candidate has strong telephone skills, excellent communication, and a dependable, detail-oriented work ethic. Three to five years of office experience and a two-year administrative or business degree are preferred.