Front of House Admin and Client Experience Lead

Orgel Wealth Management, LLC; Altoona (WI); Vor Ort; USD 36.000 - 54.000; Vollzeit

Zusammenfassung

Orgel Wealth Management, LLC seeks an Administrative Assistant (Front of House) to create an exceptional client experience from the moment guests arrive. You will greet clients, answer calls, and coordinate hospitality, while supporting Operations, Client Service, and Executive Assistant teams.

The role emphasizes meticulous organization, confidentiality, and a proactive approach to keeping the office running smoothly for clients and staff alike.

Qualifikationen

• High School diploma required.
• Minimum 3 years of experience in office administration, client services, or hospitality.
• Preferred: Associate or Bachelor’s degree in business administration or hospitality.
• Experience in the financial industry is a plus.

Aufgaben

• Welcome clients and visitors with a warm, professional demeanor and escort to seating areas.
• Maintain front-of-house standards and conduct daily walkthroughs to uphold hospitality excellence.
• Prepare meeting materials in advance and manage conference room calendars to avoid conflicts.
• Provide administrative support (check deposits, correspondence, filing, copying, expense reports).
• Assist with mail handling, shipping, supply management, and office equipment.

Kenntnisse

Time management

Confidentiality

Professionalism

Communication skills

Team player

Independent work

Microsoft Office

Customer service

Ausbildung

High School diploma

Associate or Bachelor’s degree in business administration or hospitality

Tools

Microsoft Office

Practifi

Zoom

Tamarac

Jobbeschreibung

Orgel Wealth Management, LLC seeks an Administrative Assistant (Front of House) to create an exceptional client experience from the moment guests arrive. You will greet clients, answer calls, and coordinate hospitality, while supporting Operations, Client Service, and Executive Assistant teams.

The role emphasizes meticulous organization, confidentiality, and a proactive approach to keeping the office running smoothly for clients and staff alike.