Corporate Receptionist
Core
Front-of-house professional serving as the primary point of contact for clients and visitors at a private wealth management firm, ensuring a seamless and welcoming experience.
Role type
Corporate Receptionist
Builds
Office operations and client experience
Domain
Private Wealth Management / Financial Services
Deliverable
product features
Required skills
Client relations, call management, meeting coordination, administrative support, event coordination, office facilities management, expense reconciliation, vendor management, Microsoft Office proficiency
Responsibilities
Greeting clients and visitors, managing incoming calls, booking meetings and video conferences, coordinating client events, managing office supplies and mail, supporting expense reconciliation, maintaining front-of-house presentation, assisting with kitchen and catering support, coordinating facilities and vendor management
