Front Desk Receptionist

Center for Wealth Preservation, LLC; Town of Woodbury (NY); On-site; USD 21,000 - 28,000; Part time

Job summary

Center for Wealth Preservation, LLC is seeking a part-time front desk receptionist to serve as the first point of contact for clients, visitors, and calls. This on-site role supports daily office operations with administrative tasks and coordination of meetings.

The ideal candidate has strong communication, organization, and multitasking abilities, plus experience in reception or customer service and proficiency with MS Office apps (Outlook, Word, Excel, Teams).

Qualifications

• High school diploma or equivalent.
• Experience in receptionist, administrative, or customer service preferred.
• Proficiency with MS Office apps (Outlook, Word, Excel, Teams).

Responsibilities

• Greet clients, visitors, and vendors professionally and courteously.
• Notify advisors and staff of client arrivals; answer and direct calls.
• Respond to general inquiries and provide excellent customer service.
• Maintain a clean and professional reception area.
• Perform filing, scanning, copying, and data entry.
• Assist with document preparation and general administrative tasks.
• Maintain accurate records and filing systems.
• Support special projects and assignments as needed.
• Schedule and monitor conference room reservations.
• Prepare conference rooms for meetings and ensure technology works.
• Reset conference rooms following meetings.
• Receive, sort, and distribute mail and packages.
• Prepare outgoing mail and shipments.
• Maintain inventory of office and kitchen supplies.
• Restock coffee, water, and supplies; keep common areas organized.

Skills

Strong verbal and written comms

Organizational skills

Multitasking

Ability to work independently

Customer service

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft Teams

Job description

This is a part-time, fully on-site position Monday- Thursday

We are seeking a professional and organized Front Desk Receptionist to serve as the first point of contact for clients, visitors, vendors, and callers. This position plays a key role in maintaining a welcoming office environment while providing administrative support and assisting with daily office operations.

Key Responsibilities

Reception & Client Service

• Greet clients, visitors, and vendors professionally and courteously.
• Notify advisors and staff of client arrivals.
• Answer and direct incoming telephone calls.
• Respond to general inquiries and provide excellent customer service.
• Maintain a clean and professional reception area.

Administrative Support

• Perform filing, scanning, copying, and data entry.
• Assist with document preparation and general administrative tasks.
• Maintain accurate records and filing systems.
• Support special projects and assignments as needed.

Conference Room & Office Coordination

• Schedule and monitor conference room reservations.
• Prepare conference rooms for meetings, including arranging materials and refreshments.
• Ensure conference room technology is operational.
• Reset conference rooms following meetings.

Mail & Office Operations

• Receive, sort, and distribute incoming mail and packages.
• Prepare outgoing mail and shipments.
• Maintain inventory of office and kitchen supplies.
• Restock coffee, water, paper products, and other office essentials.
• Assist in maintaining clean and organized common areas.
• Coordinate with vendors and building management as needed.

Qualifications

• High school diploma or equivalent.
• Previous receptionist, administrative, customer service, or office support experience preferred.
• Strong verbal and written communication skills.
• Proficiency with Microsoft Outlook, Word, Excel, and Teams.
• Strong organizational skills and attention to detail.
• Ability to multitask and work independently in a professional office environment.

Physical Requirements

• Ability to sit, stand, and walk throughout the workday.
• Ability to move throughout the office to support daily operations.
• Ability to bend, reach, carry, and transport office supplies.
• Ability to lift and move up to35 pounds, including cases of bottled water, cartons of printer paper, office supplies, and meeting materials.
• Ability to assist with conference room setup and office supply organization