Receptionist and Operations Support Specialist

At The Fox Alliance, we are passionate about bringing financial empowerment to not only our clients, but our community around us. We are firmly committed to our four Core Values
….

We are People-First
, recognizing that we exist for our clients, but because of our team. This philosophy guides how we treat our employees, serve our clients, and build our workplace culture. We foster a supportive, inclusive, and empowering environment where individuals are respected, heard, and given the tools to grow personally and professionally.

Because the work we do is deeply impactful in the lives of the people we serve, we are Purpose Driven
.

We are Always Improving because good is not good enough. Every day is an opportunity to learn and grow.

Lastly, we Own the Outcome
! Because ownership means taking responsibility for the end-result, not just the task at hand.

We are looking for a Receptionist and Operations Support Specialist who is interested in being part of one of the fastest growing wealth management and tax service firms in the nation. Ideal candidate is a polished, organized, and operationally minded professional who is comfortable serving as the front‑facing representative of our wealth management and tax service firm. This role combines receptionist responsibilities with structured operational support and hands‑on social media management.

This is an on‑site, in‑office position; our target start date for this position is mid March 2026.

• Serve as the primary point of contact for clients, vendors, and visitors
• Answer and route incoming calls professionally and efficiently
• Manage scheduling, calendar coordination, and meeting confirmations
• Coordinate client document drop‑offs, scanning, secure digital filing, and pickup notifications
• Maintain a clean, organized, and professional reception and conference environment
• Assist with client hospitality during in‑office meetings

• Support day‑to‑day office coordination across locations
• Assist with vendor communication, service requests, and invoice tracking
• Maintain supply inventory and coordinate reordering
• Update CRM records and workflow status as directed
• Provide support to leadership with tracking sheets, follow‑ups, and task coordination

• Create branded graphics and content using Canva, Adobe Express or similar software platforms
• Draft, schedule, and publish social media posts across firm channels
• Maintain a consistent posting cadence aligned with marketing guidance
• Coordinate simple photo and video content from internal events or team highlights
• Support promotional content for client events, marketing campaigns, and firm milestones

• Ability to align and support core responsibilities listed above.
• 2–5 years of relevant experience in reception, office administration, or office operations.
• Professional communication skills; strong verbal and written skills required.
• Strong proficiency with Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
• Experience with CRM platforms such as Client Works, Salesforce, etc.
• High attention to detail in organizational, time‑management skills.
• Experience creating and managing social media platforms, content creation, and associate software interfaces.
• Proven ability to work independently and manage priorities in a deadline‑driven environment.
• Experience with secure document handling, digital filing systems, and maintaining data privacy in compliance with industry standards.

• Prior experience in Wealth management or financial advisory firm.
• Practical experience using CRMs and workflow/project management tools such as Salesforce, Asana, or similar platforms.

While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us.

• Salary base of $55,000 to $60,000
• Annual equity grants / Bonus
• Health, dental, and vision insurance programs
• 401(k) matching program
• Generous PTO, paid holidays, and paid parental leave
• Career development and learning reimbursements

Join The Fox Alliance and be part of our team that was recently named to the 2025 Inc. 5,000 fastest growing private companies in America list as well as Forbes Best in State Wealth Management Teams.

The Fox Alliance is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

The Fox Alliance does not accept unsolicited resumes from individual recruiters or third‑party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to TFA employees or TFA. No placement fee will be paid to any third party unless such a request has been made by the TFA.