Receptionist

Skillcloud HCM; Richmond (VA); On-site; USD 36,000 - 50,000; Full time

Benefits offered by this job

Pay range $36k–$50k

ESOP eligibility after 1 year

Comprehensive benefits

Community culture

Job summary

TCV Trust & Wealth Management in Richmond, VA seeks an Office Support Specialist to join the team and help provide reception and general office support. The role focuses on delivering efficient service, coordinating communications, and maintaining office operations in a confidential environment.

The position is office-based, 8:30am-5:00pm, with a pay range of $36,000-$50,000 and an ESOP eligibility after one year of service.

Qualifications

• Must possess friendly personality and excellent communication skills.
• Must demonstrate professionalism, maturity and proactive approach to responsibilities.
• High initiative and energy with commitment to accuracy and confidentiality.
• Proven ability to meet deadlines and deliver high-quality work.
• Proficiency in Microsoft Office, particularly Word, Excel and Outlook.
• Good understanding of company policies and procedures.
• Office based; 8:30am-5:00pm.

Responsibilities

• Welcomes clients and visitors in a courteous and professional manner.
• Receives and directs incoming telephone calls and routes them accordingly.
• Manages ordering and restocking of office and kitchen supplies.
• Monitors and routes incoming faxes.
• Coordinates storage retention and destruction with Iron Mountain.
• Communicates with the property management team regarding facility maintenance needs.
• Processes and distributes incoming and outgoing office mail; maintains log and returns mail as needed.
• Provides cross-functional support to Administration and Marketing using Word and Excel; maintains client contacts.
• Backups for Operations including check printing/distribution, FinCense and SEC 13F searches, wire transfer approval, and audit logs.

Skills

Communication skills

Microsoft Office

Professionalism

Initiative

Time management

Confidentiality

Tools

Microsoft Office

Job description

TCV Trust & Wealth Management / Office Support Specialist

TCV Trust & Wealth Management (TCV), an independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations, is seeking an Office Support Specialist to join their team in Richmond, VA.

The Office Support Specialist provides reception and office support to contribute to the overall efficient operation of the Company.

Benefits of the job:

• Pay in the range of $36,000 - $50,000, offer commensurate with experience.
• Majority employee-owned, ESOP eligibility after one year of service.
• Comprehensive benefit package.
• Strong company culture that supports community and charitable organizations.

Requirements:

• Must possess a friendly and welcoming personality and excellent communication skills.
• Must demonstrate professionalism, maturity, and a proactive approach to responsibilities.
• Must possess a high level of initiative and energy with commitment to accuracy and confidentiality.
• Proven ability to meet deadlines and consistently deliver high-quality work.
• Strong proficiency in Microsoft Office, particularly Word, Excel, and Outlook.
• Must possess a good understanding of company policies and procedures.
• Office based; 8:30am-5:00pm.

Responsibilities:

• Welcomes clients and visitors in a courteous and professional manner upon entry into the office.
• Receives and directs incoming telephone calls and promptly routes them accordingly.
• Manages the ordering and restocking of office and kitchen supplies.
• Monitors and routes incoming faxes.
• Coordinates storage retention and destruction with Iron Mountain.
• Communicates with the property management team regarding facility maintenance needs.
• Processes and distributes incoming and outgoing office mail ensuring timely delivery to staff and the mailbox each day. Maintains and monitors the returned mail log and follows up with outside branches accordingly.
• Provides cross-functional support to Administration and Marketing by drafting correspondence, preparing name or address change letters, coordinating mass client mailings and RSVPs, and maintaining the contact database for clients and professionals utilizing Microsoft Word and Excel.
• Performs various duties as backup for Operations including check printing/distribution, FinCense searches, SEC 13F searches, wire transfer approval and maintaining various audit logs.

TCV is focused exclusively on wealth management and guided solely by our one-on-one client-centered approach. We share our experiences and expertise and make available quality solutions to achieve our client’s specific needs.

TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clients’ unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.