Wealth Management Front Office Specialist

Apollon Wealth Management, LLC; Columbus (OH); On-site; USD 42,000 - 60,000; Full time

Job summary

Chornyak & Associates, Ltd. is seeking a Senior Administrative Associate to provide friendly, professional front-office support in an in-office role five days a week.

This position serves as the first point of contact for clients, staff, vendors, and visitors, and represents the firm in a professional manner. The role covers front office operations, communications, scheduling, supplies, and mail, with emphasis on attentiveness, proactive service, and accurate information retrieval.

Qualifications

• Excellent interpersonal skills and phone etiquette.
• Experience providing administrative or management support.
• Strong attention to detail and record keeping.
• Proficiency with Microsoft Office.
• Ability to handle confidential information professionally.
• Experience with client management systems.

Responsibilities

• Greet clients in person and by phone and direct to appropriate staff.
• Provide high level of service to clients and staff.
• Answer phones and take accurate messages.
• Prepare for scheduled appointments and review calendars.
• Maintain reception area and conference rooms.
• Manage break room and supplies.
• Coordinate client and staff luncheons as needed.
• Close the office daily and secure front desk.

Skills

Interpersonal skills

Phone etiquette

Communication skills

Multitasking

Attention to detail

Confidential information handling

Tools

Microsoft Office

Job description

Chornyak & Associates, Ltd. is seeking a Senior Administrative Associate to provide friendly, professional front-office support in an in-office role five days a week.

This position serves as the first point of contact for clients, staff, vendors, and visitors, and represents the firm in a professional manner. The role covers front office operations, communications, scheduling, supplies, and mail, with emphasis on attentiveness, proactive service, and accurate information retrieval.