Receptionist

Cordell Wealth Management; Topeka (KS); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health, dental, retirement benefits

Paid time off

Growth potential

Job summary

Cordell Wealth Management in Topeka, Kansas, seeks a Full-Time Receptionist to be the face and voice of the practice. As the first point of contact, you will greet clients, manage calls, prepare meeting spaces, and support wealth advisors with light administrative tasks. Candidates should have 1–3+ years in front desk or admin roles, strong communication, discretion, and proficiency with Microsoft Office. We offer a health/dental/retirement benefits package and PTO.

Qualifications

• 1–3+ years of front desk, customer service, or administrative experience (experience in wealth management, financial, or legal services is a plus).
• Exceptional verbal and written communication skills with a courteous demeanor.
• Discretion and confidentiality in handling client information.
• Proficiency in Microsoft Office and comfort with multi-line phone systems.

Responsibilities

• Greet clients and guests warmly, ensuring a professional and hospitable reception environment.
• Answer, screen, and route multi-line calls, taking accurate messages as needed.
• Prepare conference rooms for client meetings and reset rooms after meetings.
• Receive, sort, and distribute daily mail and client documents securely.
• Provide general administrative support to office staff and wealth advisors.

Skills

Communication skills

Client-first mindset

Discretion

Technical proficiency

Organizational skills

Customer service

Tools

Microsoft Office

Multi-line phone system

Job description

Department: Client Experience / Administration

Location: Topeka, Kansas

Reports To: Ryan Gigous & Sue Tirukonda

About Cordell Wealth Management

Cordell Wealth Management is a premier wealth advisory firm dedicated to providing tailored financial planning and investment management solutions. Due to rapid firm growth and an expanding client family, we are seeking a dedicated, polished, and welcoming Full-Time Receptionist to serve as the face and voice of our practice.

Position Overview

As our first point of contact, the Receptionist plays a critical role in setting a positive, professional tone for our clients, guests, and professional partners. We are expanding our team to help keep up with our increasing number of clients while maintaining the high standard of personalized service Cordell Wealth Management is known for.

Key Responsibilities

• Client Greeting & Hospitality: Warmly welcome clients and guests upon arrival, offer refreshments, and ensure a pristine, professional reception environment.

• Phone & Call Management: Answer, screen, and route incoming multi-line calls promptly and professionally, taking accurate messages as needed.

• Meeting Preparation: Prepare conference rooms for upcoming client meetings (refreshments, setup, materials) and reset rooms promptly after meetings conclude.

• Mail & Package Handling: Receive, sort, and distribute daily mail, client documents, and deliveries securely and confidentially.

• Administrative Support: Assist office staff and wealth advisors with document scanning, client mailings, filing, supply management, and light administrative projects.

Qualifications & Key Attributes

• Experience: 1–3+ years of front desk, customer service, or administrative experience (experience in wealth management, financial, or legal services is a plus).

• Communication Skills: Exceptional verbal and written communication skills with an articulate, courteous demeanor.

• Client-First Mindset: High emotional intelligence, empathy, and a strong passion for delivering a high-touch client experience.

• Discretion: Absolute respect for client privacy and confidentiality in financial matters.

• Technical Proficiency: Proficient in Microsoft Office (Outlook, Word, Excel) and comfortable navigating multi-line phone systems.

Organizational Skills: Punctual, proactive, detail-oriented, and able to prioritize tasks in a fast-paced and growing environment

What We Offer

• Competitive compensation aligned with experience

• Full health, dental, and retirement benefits package

• Paid time off (PTO) and observed financial industry holidays

• A collaborative, supportive team culture with growth potential