As Reception/Administrative Coordinator you will be responsible for greeting all callers and client for this well established company. Previous reception experience required and professional and friendly demeanor.

This position will also be the go-to for vendor relations, mail, FEDEX and other deleivery services. and office equipment and office supplies.

Provide general administrative support for all employees to include mailings, spreadsheets. Maintain inventory of marketing supplies.

Requires excellent customer service, communication and organizational skills. Knowledge of MS Office Word, Excel, Outlook, and Teams.

Lovely offices, downtown, parking provided.

• Greet clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.
• Handle incoming telephone calls and our telephone software.
• Sort and distribute mail.
• Send periodic client correspondence.
• Coordinates the assembly and mailing of client paperwork.
• Handle firm calendars for the Wealth Advisor(s) and others in the office.
• Manage office supplies.
• Coordinate outside vendors.
• Coordinate client events.
• Assist with digital Content and Marketing.
• Assist with Quickbooks Administration.
• Perform other duties as assigned.