Receptionist & Office Coordinator — Part-Time with Benefits

Bluespring Wealth; Morristown (NJ); On-site; USD 25,000 - 36,000; Part time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Job summary

Kestra Financial seeks a part-time Receptionist & Office Coordinator to support day-to-day office operations across NJ and NYC locations. You will answer calls, manage calendars, prepare materials, and handle client communications with a professional touch.

The role requires strong organizational skills, excellent communication, and experience with Microsoft Office and CRM systems. You will greet visitors, coordinate logistics, and assist with internal communications and special projects.

Qualifications

• Office administration, receptionist, or office coordination experience.
• Strong organizational, multitasking, and time-management skills.
• Excellent communication and customer service abilities.
• Proficiency with Microsoft Office and CRM systems.
• High attention to detail and ability to manage confidential information.
• Professional, dependable, and service-oriented mindset.
• Experience in a financial services or professional services environment preferred.

Responsibilities

• Answer and route incoming calls.
• Schedule and confirm client meetings; maintain calendars and CRM records.
• Coordinate conference room reservations for NJ and NYC offices.
• Prepare prospect and meeting materials, including folders and presentation packets.
• Manage client correspondence, including cards and gift distributions.
• Coordinate seminar logistics, attendee communications, and follow-up appointments.
• Process and distribute reports, client mailings, and labels.
• Greet clients and visitors; provide hospitality and maintain meeting spaces.
• Handle document management, including scanning, filing, faxing, and record maintenance.
• Manage incoming/outgoing mail, shipments, and postage supplies.
• Maintain office and kitchen supplies, inventory, and organization.
• Prepare meeting notes and support advisor/client workflow documentation.
• Assist with annual employee and client communications and special projects.
• Perform additional administrative and office support duties as needed.

Skills

Office administration

CRM systems

Microsoft Office

Tools

CRM systems

Job description

Kestra Financial seeks a part-time Receptionist & Office Coordinator to support day-to-day office operations across NJ and NYC locations. You will answer calls, manage calendars, prepare materials, and handle client communications with a professional touch.

The role requires strong organizational skills, excellent communication, and experience with Microsoft Office and CRM systems. You will greet visitors, coordinate logistics, and assist with internal communications and special projects.