Full-Time Front Desk & Client Experience Concierge

Cordell Wealth Management; Topeka (KS); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health, dental, retirement benefits

Paid time off

Growth potential

Job summary

Cordell Wealth Management in Topeka, Kansas, seeks a Full-Time Receptionist to be the face and voice of the practice. As the first point of contact, you will greet clients, manage calls, prepare meeting spaces, and support wealth advisors with light administrative tasks. Candidates should have 1–3+ years in front desk or admin roles, strong communication, discretion, and proficiency with Microsoft Office. We offer a health/dental/retirement benefits package and PTO.

Qualifications

• 1–3+ years of front desk, customer service, or administrative experience (experience in wealth management, financial, or legal services is a plus).
• Exceptional verbal and written communication skills with a courteous demeanor.
• Discretion and confidentiality in handling client information.
• Proficiency in Microsoft Office and comfort with multi-line phone systems.

Responsibilities

• Greet clients and guests warmly, ensuring a professional and hospitable reception environment.
• Answer, screen, and route multi-line calls, taking accurate messages as needed.
• Prepare conference rooms for client meetings and reset rooms after meetings.
• Receive, sort, and distribute daily mail and client documents securely.
• Provide general administrative support to office staff and wealth advisors.

Skills

Communication skills

Client-first mindset

Discretion

Technical proficiency

Organizational skills

Customer service

Tools

Microsoft Office

Multi-line phone system

Job description

Cordell Wealth Management in Topeka, Kansas, seeks a Full-Time Receptionist to be the face and voice of the practice. As the first point of contact, you will greet clients, manage calls, prepare meeting spaces, and support wealth advisors with light administrative tasks. Candidates should have 1–3+ years in front desk or admin roles, strong communication, discretion, and proficiency with Microsoft Office. We offer a health/dental/retirement benefits package and PTO.