Receptionist

Carper Consulting is hiring for a trusted financial and wealth management firm dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. They pride ourselves on delivering exceptional client service while maintaining the highest level of professionalism and integrity.

Job Summary:

Seeking a professional and detail-oriented Receptionist to be the first point of contact for clients and visitors. This role combines front desk responsibilities with essential administrative support, including entering new business into the data system. The ideal candidate is organized and able to manage multiple tasks while providing a warm and welcoming experience for our clients.

Key Responsibilities:

Reception & Client Support:

• Greet and assist clients, visitors, and incoming calls in a professional and friendly manner.
• Manage the office front desk, ensuring a clean and organized reception area.
• Schedule and confirm client appointments for advisors and team members.
• Handle incoming and outgoing mail, deliveries, and office correspondence.

New Business Data Entry & Administrative Support:

• Accurately enter new business applications, client details, and financial transactions into the company’s data system.
• Verify and update client records, ensuring accuracy and compliance with company policies.
• Assist financial advisors with preparing paperwork and processing client requests.
• Monitor the progress of new business applications and follow up on outstanding requirements.

Office Coordination:

• Maintain office supplies and coordinate orders as needed.
• Assist with meeting preparation, including assembling client packets and presentations.
• Support the team with additional administrative tasks as required.

Qualifications & Skills:

• Previous experience as a receptionist, administrative assistant, or in a financial services setting is preferred.
• Strong attention to detail and ability to manage data with accuracy.
• Excellent communication and interpersonal skills.
• Ability to handle sensitive information with discretion and professionalism.
• Strong organizational skills and the ability to multitask in a fast-paced environment.