Front Desk Receptionist

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

Dental & Vision

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.
• Excellent organizational skills and strong attention to detail.
• Demonstrates the ability to maintain accuracy and consistency in all areas of the role.
• Exceptional verbal and written communication abilities.
• Polished interpersonal skills with a client-first attitude.
• Ability to manage multiple priorities in a time-sensitive environment.
• Professional presence and high standards of confidentiality.
• Adaptable, proactive, and open to learning systems, processes, and responsibilities.
• The ability to build and foster relationships internally and externally.

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.
• Maintain a clean and welcoming waiting area, kitchen, and common area.
• Manage incoming and outgoing mail.
• Take on projects as needed to support branch operations.
• Record and reconcile meeting notes and tasks in CRM.
• Support Alphastar in a variety of other duties as required by your supervisor.

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

Microsoft Office

Job description

Gray Hurst Wealth Advisors, a team within Alphastar Wealth Management, a successful financial planning firm in Cincinnati, OH, is seeking a full-time Receptionist.

As part of this dynamic team, the office Receptionist will manage daily front office operations. Responsibilities include welcoming clients, answering and directing calls, and providing administrative support to the office’s financial advisors.

Key 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.
• Maintain a clean and welcoming waiting area, kitchen, and common area.
• Manage incoming and outgoing mail.
• Take on projects as needed or assigned to support overall branch operations.
• Record and reconcile meeting notes and tasks in CRM.
• Support Alphastar in a variety of other duties and responsibilities as required by your supervisor.

Qualifications

• High School Diploma or GED required. Associate or bachelor’s degree preferred.
• 2 years of executive or administrative assistant experience in a similar field, required.
• Proficiency in Microsoft Office Suite and experience with CRM systems, required.
• Excellent organizational skills and strong attention to detail.
• Demonstrates the ability to maintain accuracy and consistency in all areas of the role.
• Exceptional verbal and written communication abilities.
• Polished interpersonal skills with a client-first attitude.
• Ability to manage multiple priorities in a time-sensitive environment.
• Professional presence and high standards of confidentiality.
• Adaptable, proactive, and open to learning systems, processes, and responsibilities.
• The ability to build and foster relationships internally and externally.
• Employee-only costs covered Medical, Dental and Vision insurance. Additional family members may be added and will be deducted from employees’ bi-weekly pay.
• Generous PTO policy along with 10 paid holidays per year.
• Ancillary benefits are offered including but not limited to short-term disability, longer term care coverage, legal support and more.
• Group life insurance policy for all employees. Additional coverage is available with premiums deducted from employees’ bi-weekly pay.