Receptionist Job at TalentWealth in New York

This range is provided by TalentWealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $60,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from TalentWealth

Co-Founder, Managing Partner at TalentWealth Financial Services Recruiting Group

TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent RIA with over $10 Billion AUM based in NYC is hiring a Receptionist to their growing team. Our client is seeking a polished and organized professional with solid experience as a receptionist and administrative assistant to join their growing asset management firm. This position interfaces with clients, interested parties and all levels of employees on a daily basis.

Responsibilities include:

• Answer and manage incoming telephone calls promptly according to Firm policy.
• Transfer calls to employees and take accurate and detailed phone messages.
• Meet, greet and direct Firm clients and visitors in a friendly and professional manner.
• Maintain a professional appearance for the reception area, lobby and conference rooms.
• Sort and distribute all mail promptly, scan mail to remote individuals.
• Make travel arrangements and reservations for Portfolio Managers.
• Perform general administrative and clerical duties including, but not limited to: transcribing, mailing, faxing, scanning, copying, typing, distributing reports, emailing, filing, scheduling, binding marketing materials and data entry.
• Maintain office supplies by performing inventory checks and ordering supplies needed.
• Maintain office organization
• Handle ad hoc requests and special projects as needed.
• Perform operational tasks as assigned.
• Work closely with Portfolio Managers, Senior Executives and the Operations Team to execute core responsibilities and all firm goals and initiatives.
• Work efficiently and facilitate a team oriented culture.
• Assist Director of Client Services with tasks and ad hoc projects

QUALIFICATIONS:

• Exceptional face-to-face, telephone and written communication skills for professional interaction with clients, guests and employees.
• Successful candidate will demonstrate proven ability to be professional and courteous, while attending to clients and visitors in person and managing incoming telephone calls effectively.
• Must maintain a professional business appearance and demeanor at all times.
• Must be able to type 50-60 words per minute.
• College degree or high school diploma and relevant work experience.
• 2 or more years of receptionist and administrative experience.
• Strong organizational skills and attention to detail is essential.
• Ability to handle multiple tasks efficiently and effectively.
• Knowledge of Microsoft Office Products; Outlook, Excel, Word and Power Point.
• Strong initiative and work ethic, and an ability to work both within a team and on a self directed basis.

Seniority level: Associate

Employment type: Full-time

Job function: Administrative and Customer Service

Industries: Financial Services and Investment Management