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About the Role

The Receptionist is responsible for creating an excellent first impression for clients, prospective clients, vendors, and other visitors by providing a warm, professional, and organized front-office experience. This role answers incoming calls promptly and courteously, directs callers appropriately, greets visitors, supports client meeting logistics, assists with mailings and deliveries, and contributes to the smooth day-to-day operation and appearance of the office.

Responsibilities

• Answer incoming calls in a professional and courteous manner, screening and routing calls to the appropriate team member.
• Greet clients, prospective clients, vendors, and visitors with a positive, helpful attitude.
• Respond to routine inquiries within role capacity and provide general information when appropriate.
• Ensure clients and visitors are welcomed and directed appropriately upon arrival.
• Help maintain a professional, organized, and welcoming front-office environment.
• Accept deliveries, incoming texts, and other office communications.
• Prepare client mailings and assist with outgoing mail.
• Prepare and send monthly client communications as directed by advisor.
• Assist with general administrative tasks and office projects as assigned.
• Support the overall appearance and organization of the front office.
• Schedule client review meetings with advisor(s) as directed.
• Assist with meeting preparation and client-facing logistics as needed.
• Coordinate with team members to help ensure meetings and client interactions are handled smoothly and professionally.
• Assist with special projects as needed.
• Support team members with routine administrative and workflow needs.

Requirements

• Three to five years of office experience preferred.
• Two-year administrative or business degree preferred.
• Excellent telephone skills and professional communication style.
• Positive attitude and pleasant demeanor.
• Strong work ethic, dependability, and professionalism.
• Demonstrated ability to work in a fast-paced office environment.
• Strong organizational skills and attention to detail.
• Ability to maintain confidentiality and handle client interactions with discretion.
• Comfortable using office technology, phone systems, email, and Microsoft Office applications.
• Must be able to communicate clearly with clients, team members, vendors, and visitors.
• Must be able to lift up to 15 pounds at times.

Skills

• Communication skills
• Attention to detail
• Judgment
• Client-first mindset
• Administrative tasks
• Confidentiality
• Professionalism
• Telephone skills
• Organizational skills
• Microsoft Office applications

Location

• Rochester, NY

Work Type

• In-office

Experience Level

• 3-5 years of office experience preferred

Education Level

• Two-year administrative or business degree preferred

Salary/Compensations

• $17 to $22 per hour

Benefits

• 401(k)
• Competitive salary
• Health insurance
• Paid time off
• Training & development

About the Company

• Securities and advisory services offered through Commonwealth Financial Network® member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.