Receptionist

Omega Wealth Private Capital, LLC; Cincinnati (OH); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health, vision and dental insurance

Job summary

Omega Wealth Private Capital, LLC in Cincinnati is seeking a hospitality-driven receptionist/front desk professional. You will be the first face and voice clients meet, ensuring a warm, polished environment from welcome to departure.

Responsibilities include greeting visitors, coordinating meeting spaces, managing refreshments, and guiding clients through the onboarding experience. This role emphasizes client-centric service in a fast-paced office setting.

Qualifications

• 1+ year of experience in reception, hospitality or client service.
• Strong phone etiquette and front desk skills.
• Excellent organizational skills and attention to detail.
• Proficiency with Google Workspace or Microsoft Office.

Responsibilities

• Warmly greet every client, prospect and visitor, confirming their name and who they're meeting with.
• Offer and serve refreshments and escort guests to their meeting room.
• Deliver our new client welcome experience, including welcome gifts and gift inventory tracking.
• Greet walk-ins and provide intake forms.
• Share upcoming client events and workshops with visitors when appropriate.
• Review daily advisor and team schedules in our CRM and calendars to plan meeting room use.
• Reserve offices strategically, placing the best available space for new client meetings.
• Notify advisors of client arrivals promptly so meetings start on time.
• Coordinate rooms across client appointments, team requests and walk-ins, always putting the client experience first.
• Open and prepare the office each morning, including lights and lobby and meeting room displays.
• Keep every meeting room stocked, tidy and client-ready, including whiteboards, seating and the refreshment setup.

Skills

Phone etiquette

Reception duties

Clerical skills

Professional presence

Attention to detail

Team player

Tools

Google Workspace

Microsoft Office

Job description

• Strong Phone Etiquette and Receptionist Duties skills to answer calls, route inquiries, and manage front desk interactions professionally.
• Solid Clerical Skills, including data entry, filing, document management, and basic office administration.

ABOUT US

Omega Wealth Private Capital is an independent wealth management firm that helps individuals and families make confident decisions about their financial future. We believe planning should be personal and understandable, and tied to the life you want, not just the numbers on a statement. Our CEO also hosts WI$E MONEY, a TV and radio show airing in Cincinnati, Dayton, Indianapolis and Northern Kentucky.

THE ROLE

You'll be the first face and voice our clients meet when they walk into our Cincinnati office. This isn't a traditional front desk job. It's a hospitality-driven role where you set the tone for every meeting, from the welcome and refreshments to an office that's polished and client-ready all day. If you take pride in warm hospitality and notice the small details others miss, keep reading.

WHAT YOU'LL DO

Client Welcome & Hospitality

• Warmly greet every client, prospect and visitor, confirming their name and who they're meeting with
• Offer and serve refreshments and escort guests to their meeting room
• Deliver our new client welcome experience, including welcome gifts and gift inventory tracking
• Greet walk-ins and provide intake forms
• Share upcoming client events and workshops with visitors when appropriate

Scheduling & Meeting Flow

• Review daily advisor and team schedules in our CRM and calendars to plan meeting room use
• Reserve offices strategically, placing the best available space for new client meetings
• Notify advisors of client arrivals promptly so meetings start on time
• Coordinate rooms across client appointments, team requests and walk-ins, always putting the client experience first

Office Readiness

• Open and prepare the office each morning, including lights and lobby and meeting room displays
• Keep every meeting room stocked, tidy and client-ready, including whiteboards, seating and the refreshment setup

WHAT YOU BRING

• 1+ years of experience in reception, hospitality or client service; financial services is a plus but not required
• Strong Phone Etiquette and Receptionist Duties skills to answer calls, route inquiries, and manage front desk interactions professionally.
• Solid Clerical Skills, including data entry, filing, document management, and basic office administration.
• A warm, polished and professional presence with excellent people skills
• Highly organized, with strong attention to detail in a busy office
• Comfortable with Google Workspace or Microsoft Office and quick to learn new systems (CRM, team chat, scheduling tools)
• Reliable and punctual, with a service-first, team-player mindset

WHAT SUCCESS LOOKS LIKE

Six months in, every client gets a consistent, memorable welcome, meeting rooms are always ready, advisors know the moment their clients arrive, and meetings start on time. Clients feel at home the moment they walk through our doors.

WHAT WE OFFER

• Salary starting at $50,000 plus potential for bonuses
• Benefits: health, vision and dental insurance
• Schedule: full-time, in-office in Cincinnati, Monday-Friday, 8:00am-5:00pm, with occasional flexibility for firm events