Receptionist

Agc-Consulting; San Juan (PR); On-site; USD 32,000 - 42,000; Full time

Job summary

Agc-Consulting in San Juan, PR seeks a professional Receptionist to be the first point of contact for clients, visitors, and partners. You will handle bilingual calls, greet guests, and support administrative tasks within a wealth management environment.

The role requires strong organizational and communication skills, attention to detail, and proficiency with MS Office. Prior receptionist or administrative experience is preferred, with a professional demeanor and ability to handle confidential

Qualifications

• Intermediate English proficiency required.
• Experience in reception, customer service, or administrative support.
• Strong tech skills with MS Office.

Responsibilities

• Handle inbound and outbound client calls in English and Spanish.
• Greet clients, visitors and vendors professionally.
• Prepare and process client contracts and related documents.
• Schedule appointments and meetings.
• Maintain accurate client records in internal systems.
• Support onboarding and servicing of wealth management clients.
• Assist with scheduling, email correspondence, and client communications.
• Maintain confidentiality of sensitive financial information.

Skills

Bilingual English/Spanish

Customer-focused

Organizational skills

Communication skills

Tech-savvy

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

San Juan, PR, PR

4 days ago Requisition ID: 1353

Job Description - Receptionist

About the Role

Our client, a wealth management & retirement plans firm, is seeking a professional, organized, and customer-focused Receptionistto serve as the first point of contact for clients, visitors, and business partners. This role plays a key part in delivering an exceptional client experience while supporting administrative and operational functions of the office.

The ideal candidate is bilingual (English & Spanish), has strong organizational and communication skills, tech-savvy, detail-oriented, and comfortable interacting with clients in a professional, friendly, and confident manner.

Key Responsibilities

• Handle inbound and outbound client calls in English and Spanish, delivering courteous and professional service.
• Respond to general inquiries and provide accurate information to clients and visitors.
• Welcome clients, visitors, and vendors in a professional and courteous manner.
• Assist in the creation, preparation, and processing of client contracts and related documentation.
• Schedule appointments, meetings, and conference calls.
• Enter, update, and maintain accurate client records and documentation in internal systems and databases.
• Support onboarding and ongoing servicing of wealth management and retirement plan clients.
• Coordinate document collection, follow-ups, and compliance-related paperwork.
• Assist with scheduling, email correspondence, and client communications.
• Maintain confidentiality and handle sensitive financial and personal information with discretion.
• Support additional administrative and operational tasks as assigned.

Qualifications & Skills

• Intermediate English proficiency required (spoken and written), with the ability to answer and direct telephone calls, greet and assist English-speaking clients and visitors, respond to basic inquiries, and communicate effectively in a professional office environment.
• Previous experience in reception, customer service, or administrative support roles.
• Strong technology skills, including:
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
• Excellent interpersonal and communication skills, with a client-focused mindset.
• Strong attention to detail, organization, and follow-through.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Professional demeanor and ability to interact confidently with clients and internal teams.

Why Joining the Team

• Be part of a growing firm dedicated to delivering personalized, high-quality wealth management and retirement solutions.
• Collaborative and professional work environment.
• Opportunity to build experience in the financial services and retirement planning space.
• Exposure to client relationship management and core business operations.