What are the responsibilities and job description for the Receptionist position at Capstone Financial Advisors Inc.?

Receptionist

Summary / Objective

Capstone Financial Advisors has an immediate opening for a Receptionist.

We are a fee-only, independent Registered Investment Advisor (RIA), providing high-net-worth clients wealth management services tailored to their unique circumstances. We are also 100% employee owned.

We are looking for a friendly, professional, and organized Receptionist to join our team. As the first point of contact for clients and callers, the Receptionist will play a key role in creating a welcoming environment and ensuring smooth daily operations of the office.

Duties and Responsibilities

Greet clients, guide them to conference rooms, offer refreshments, and notify the planning team
Answer, screen, and direct phone calls; take and forward messages
Schedule and coordinate meetings, calls, and conference room bookings
Handle incoming / outgoing mail, packages, and deliveries
Deposit checks
Perform administrative tasks (filing, data entry)
Provide general information to clients and guests
Maintain cleanliness and organization of reception and conference areas
Manage kitchen duties (stocking, cleaning, unloading dishwasher)
Assist with firm events and office operations

Required Skills and Abilities

Strong communication skills

Ability to multitask in a fast-paced environment

Proficiency in Microsoft Office & office equipment

Professional appearance and demeanor

Excellent organization and attention to detail

Education and Experience

High school diploma or equivalent

Previous experience as a receptionist or in a customer service role is preferred

Experience with ordering and managing office supplies is a plus

Benefits

Competitive salary

Bonus program

Paid Time Off (holidays, birthdays, community service activities)

Health / Insurance benefits : medical, dental, vision, life insurance, short- and long-term disability

Parental leave

401(k) retirement plan with company contribution

Flexible spending account

On-site, health club membership

Recent Capstone Accolades

Crain’s Chicago Business’ 2024 Best Places to Work in Chicago

InvestmentNews’ Best Places to Work for Financial Advisors for 2024

2024 Best Places to Work in Illinois

Note : This position requires working in the office five days a week and is not available as a hybrid role.

Capstone Financial Advisors is committed to fostering an inclusive and diverse environment where all individuals feel welcomed and respected. We are an Equal Opportunity Employer and encourage individuals from all backgrounds to apply. Visit us at :

Rankings published by magazines, and others, generally base their selections exclusively on information prepared and / or submitted by the recognized advisor. Rankings are generally limited to participating advisors. Capstone Financial Advisors does not pay fees to be considered for any ranking or recognition.

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