Front Desk Receptionist

Schedule: Monday–Friday, 8:30 AM – 4:30 PM (On-site, not remote)

The Receptionist plays a vital role as the first point of contact for clients, visitors, and team members. This position enhances the client’s experience by providing a warm and professional welcome, supporting daily office operations, and assisting with light administrative tasks. The Receptionist ensures the Staunton office runs smoothly, maintains a polished and professional environment, and supports Client Service Managers (CSMs) and Financial Advisors (FAs) with day-to-day needs.

• Open and close the office daily during standard business hours.
• Serve as the first point of contact at the front desk, greet clients and visitors with friendly, professional demeanor.
• Answer and route incoming calls; return client messages promptly and direct inquiries appropriately.
• Manage office appearance and supplies: keep the reception and meeting areas organized, restock supplies/snacks, and maintain a professional aesthetic.
• Assist with scheduling client appointments, confirming meetings, and coordinating documents for signature (electronically or by mail).
• Prepare and send correspondence, birthday and thank-you cards, and other special-occasion communications, while maintaining compliance gift logs.
• Handle basic administrative support, including filing, maintaining records, check logs, and compliance submissions.
• Provide logistical support for occasional client events and firm-sponsored seminars (1–3 per year; attendance required with additional compensation).
• Collaborate with remote team members to ensure seamless communication and client service.
• Perform other duties as assigned to support the branch and client service teams.

Qualifications

• Professional presence with strong interpersonal and communication skills (in person, phone, and written).
• Previous front desk, receptionist, or client service experience.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and ability to learn internal systems.
• Strong organizational skills; able to multitask and manage competing priorities.
• Self-motivated and reliable; capable of working independently while supporting a remote team.
• Ability to remain calm, professional, and service-oriented in a fast-paced environment.

Licenses/Certifications

• None required.
• Background check (criminal and financial) and fingerprinting required per industry standards.
• Comprehensive medical, dental, and vision coverage.
• Employer-paid life and disability insurance.
• Voluntary benefits available (accident, critical illness, hospital indemnity).
• Access to MyPath Perks Discount Marketplace.
• 3% Safe Harbor Employer Contribution to your retirement plan (non-matching).