Receptionist

We are a wealth management firm. Our mission is to challenge and empower people to realize their possibilities.

We are seeking a new First Impressions Specialist to join our team. Your role will be to be the face and voice of CWM and be the first point of contact for prospects, clients, and team members..

As a member of the Operations department, you will work with all team members and report to our Senior Operations Manager.

What You Will Do:

• Ensure Client and visitors are provided with the highest level of hospotality
• Welcome and direct clients and visitors to appropriate departments
• Maintain professional and orderly office atmosphere
• Receive and screen all incoming calls and connect them to appropriate personnel by utilizing a multi-line telephone system
• Manage appointment calendars for multiple offices and multiple advisors
• CEO/COO schedule and admin support management (business and personal)
• Meeting/lunch/dinner reservations
• Lunch/event ordering for CEO and team events
• Travel and conference management
• Maintain the office budget as outlined by the Director of Finance
• Ensure lobby and conference room is maintained in a professional and orderly manner
• Maintains office supplies and coordinates maintenance of office equipment
• Assist with marketing administration duties, as requested
• Maintain kitchen area in clean and orderly fashion; ensure refrigerator is cleaned out on a weekly basis
• Perform a variety of general office functions including filing, clerical tasks, mail and courier handling, meeting reservations and other administrative tasks as assigned
• Establish, maintain and update files, databases, records and/or other documents
• Operate standard office equipment and use the required software applications
• Support exceptional client experience in order to retain client relationships for the firm
• Communicate across teams and business lines as needed to effectively support client relationships and firm projects
• Demonstrate the CWM Core Value tenets
• Other duties as assigned

What You Will Bring:

Our ideal candidate will have 1-3 years of relevant experience and the following credentials/skills:

• High School or GED
• Willingness To Learn
• Problem Solving skills
• Communication Skills
• Dedication to accuracy and detail
• Comfortable addressing change and identifying and offering solutions
• Organized and able to manage multiple tasks/projects
• “Team player” mindset, willingness to do whatever is needed, big or small
• Uphold a professional image with external and internal business contacts
• Work ethically and with integrity, including maintaining client and firm confidentiality
• Maintain the highest level of discretion with confidential and sensitive information
• Professional, service-oriented demeanor with pleasant, business-appropriate phone manners
• Strong verbal communication skills to express ideas and thoughts in a clear, professional manner
• Ability to follow instructions, including a strong adherence to meet deadlines
• Ability to adapt and integrate new technology quickly
• Ability to successfully prioritize and juggle multiple tasks with competing priorities
• Ability to work well independently and within a team environment with minimal supervision

We offer the following benefits:

• Health Insurance
• Life Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Tuition Reimbursement
• Paid Time Off Bank
• Paid Parental Leave
• Long-Term Disability
• Short-Term Disability

Employment Type: Full Time
Years Experience: 1 – 3 years
Bonus/Commission: No