Onsite Receptionist & Client Services Coordinator

Trueline Publishing, LLC; Louisville (KY); On-site; USD 36,000 - 42,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Life, disability, and vision insurance

Onsite gym

Flexible time off

Professional development opportunities

Bonus eligibility

Job summary

Trueline Publishing, LLC in Louisville, KY is seeking a friendly, organized Receptionist / Client Services Coordinator to support a Louisville wealth management office. You will be the first point of contact for callers and visitors and help keep the office running smoothly.

This full-time onsite role offers a base salary of $36,000–$42,000 per year plus eligibility for a performance-based bonus, health insurance, and 401(k) with employer match.

Qualifications

• Excellent verbal and written communication skills.
• Friendly, professional, service-oriented approach.
• Strong organizational abilities and attention to detail.

Responsibilities

• Answer incoming calls, assist callers, and direct inquiries to the appropriate team members.
• Welcome clients and visitors and maintain an organized reception area.
• Schedule and confirm client appointments by phone, email, and text.
• Coordinate calendars and meeting logistics for the financial advisory team.
• Help prepare meeting materials and provide administrative follow-up.
• Communicate clearly with clients and colleagues.
• Provide dependable front-office coverage and general administrative support.

Skills

Verbal communication

Written communication

Organization

Customer service

Team collaboration

Onsite availability

Tools

Email

Calendars

Microsoft Office

Job description

Trueline Publishing, LLC in Louisville, KY is seeking a friendly, organized Receptionist / Client Services Coordinator to support a Louisville wealth management office. You will be the first point of contact for callers and visitors and help keep the office running smoothly.

This full-time onsite role offers a base salary of $36,000–$42,000 per year plus eligibility for a performance-based bonus, health insurance, and 401(k) with employer match.