Part-Time Front Desk & Client Services Coordinator

Diamond Wealth Advisors; Carlisle (Cumberland County); On-site; USD 16,000 - 19,000; Part time

Job summary

Diamond Wealth Advisors in Carlisle, PA is seeking a part-time Receptionist to ensure a welcoming client experience and a well-organized office. You will handle calls, scheduling, visits, and general administrative tasks across two office locations and multiple advisors.

The ideal candidate is organized, personable, and patient, able to manage multiple priorities in a fast-paced professional environment. Prior front desk or administrative experience and proficiency with MS Office are preferred.

Qualifications

• Prior administrative or receptionist experience preferred.
• Strong interpersonal and communication skills.
• Proficiency in Microsoft Office and ability to learn new systems.

Responsibilities

• Serve as a welcoming first point of contact for clients and visitors across two office locations.
• Answer and direct incoming calls; schedule client and prospect meetings.
• Coordinate and manage appointments and correspondence with clients.
• Maintain office supplies and ensure conference rooms and common areas are stocked and organized.
• Provide general administrative support and maintain client communication records in CRM.

Skills

Customer service

Communication

Time management

Organizational skills

CRM familiarity

Tools

Microsoft Office Suite

Salesforce (bonus)

Job description

Diamond Wealth Advisors in Carlisle, PA is seeking a part-time Receptionist to ensure a welcoming client experience and a well-organized office. You will handle calls, scheduling, visits, and general administrative tasks across two office locations and multiple advisors.

The ideal candidate is organized, personable, and patient, able to manage multiple priorities in a fast-paced professional environment. Prior front desk or administrative experience and proficiency with MS Office are preferred.