Front Office Concierge & Administrative Lead

Apollon Wealth Management; Columbus (OH); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Apollon Wealth Management is seeking a Senior Administrative Associate to provide friendly, professional support to clients, staff, vendors and visitors. You will manage front office operations, scheduling, supplies, and mail, and act as the first point of contact for the firm.

The role requires attentive, proactive staff who can assess client needs and relay accurate information in a timely manner. In-office, five days a week, with responsibilities across reception, communications, and document

Qualifications

• Excellent interpersonal skills with strong phone etiquette.
• Demonstrated commitment to exceptional customer service for both internal and external clients.
• Strong attention to detail with the ability to maintain accurate records.
• Multiple years of experience providing administrative or management support.
• Training or experience in administrative procedures preferred.
• Proficiency with Microsoft Office products.
• Ability to problem-solve, multitask, and manage confidential information with professionalism.
• Strong written and verbal communication skills and the ability to work effectively amid frequent interruptions.
• Customer-focused mindset with the expectation to consistently exceed client and staff needs.

Responsibilities

• Serve as the front office receptionist, professionally welcoming new and existing clients in person and by phone, and directing them to the appropriate team member.
• Deliver a high level of service so all clients feel valued and supported in their relationship with Chornyak & Associates.
• Answer phones and take accurate, complete messages for staff members.
• Anticipate client needs by reviewing the daily calendar and preparing for scheduled appointments.
• Maintain the appearance of the reception area and conference rooms at all times.
• Coordinate client and staff luncheons as needed.
• Close the office daily by securing the front desk, logging off systems, turning off music, and tidying common areas.
• Open, sort, and distribute incoming mail; prepare and process outgoing and overnight mail.
• Maintain client information in client management systems, including fund company and Goldman Sachs platforms.

Skills

Excellent interpersonal skills with

Tools

Microsoft Office

Job description

Apollon Wealth Management is seeking a Senior Administrative Associate to provide friendly, professional support to clients, staff, vendors and visitors. You will manage front office operations, scheduling, supplies, and mail, and act as the first point of contact for the firm.

The role requires attentive, proactive staff who can assess client needs and relay accurate information in a timely manner. In-office, five days a week, with responsibilities across reception, communications, and document