Search Jobs

Entry Level Receptionist - Wealth Management

  • Profession:

    Office Services
  • Specialty:

  • City:

  • State:

  • Status:

  • Type:

    Direct Hire
  • Job Id:



A top wealth management firm in Boston, MA is seeking an Entry Level Receptionist to join their team. As the Receptionist/Administrative Assistant, you will provide reception and front office support at a premier wealth advisory firm with a small office environment and an emphasis on client service. Apply today!

Responsibilities for the Entry Level Receptionist:
  • Learn client names, backgrounds, and who to direct them to
  • Answer phone calls on a multi-line system and screen/route calls to the appropriate person and/or voicemail
  • Greet and assist all clients, guests, visitors, etc.
  • Maintain inventory of and order office supplies
  • Organize files and draft documents
  • Sort and distribute incoming mail, ensure timely processing of outgoing mail and overnight packages
  • Coordinate meetings including: food planning, calendar updates, scheduling, and room setup
  • Coordinate travel
  • Provide clerical support such as scanning, copying, and filing
  • Maintain vendor relations
  • Organize and execute office mailings and other communications
  • Provide general office support and management
Requirements for the Entry Level Receptionist:
  • 2+ years of administrative experience
  • Financial Services experience preferred
  • BA degree preferred
  • Proficient in Excel, Word, Outlook and PowerPoint
  • Ability to handle sensitive and confidential information with discretion
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship

Quick Apply

  • Accepted file types: doc, docx, pdf, txt, rtf.
Download your resume from: