• full-time Receptionist/Office Assistant

    Posted: 10/30/2020

    A financial services firm is recruiting for a full-time Receptionist/Office Assistant. Successful candidates must have excellent verbal skills, be reliable and able to provide outstanding customer service.


    • Director of “First Impressions”
    • Greet visitors/clients/prospects who arrive at our office
    • Ensure meeting rooms are presentable, sanitized and ready at all times
    • Maintain a visitor log and cleaning log
    • Answer phones, take messages, transfer calls, assist with scheduling meetings (including virtual meeting set-ups) and handle routine questions 
    Support management with equipment and supplies:
    • Develop and maintain knowledge of all office equipment (printer, copier, postage meter, etc.)
    • Prepare Standard Operating Procedures for certain office functions and be able to train employees on use of phone/postage meter/copiers
    • Contact service providers if necessary for maintenance/support
    • Serve as liaison with certain vendors, understanding vendor paperwork and administrative functions as needed
    • Maintain inventory of, purchase and organize all office supplies
    • Coordinate lunch meetings: order/pick up food
    • Help with event planning/special gift ordering 
    Assist management with client service related tasks:
    • Organize, manage and maintain certain company databases
    • Complete routine client paperwork
    • Scan, copy, file, and fax paperwork for clients and office staff
    • Receive and sort incoming mail
    • Manage outgoing mail including occasional trips to the post office/Fed Ex/UPS
    • Handle company-wide mailings/client communications
    Skills Needed: 
    • Excellent verbal and telephone skills
    • Working knowledge of Microsoft Office/Word, Excel, strongly preferred
    • Comfort working with computers is a must
    • Ability to learn and adapt to a phone system
    • Ability to multitask
    • Positive Attitude
    • Pride in work
    • Willingness to learn
    • Flexibility – as this role will need to react and respond to client and business needs that can arise unexpectedly
    • A good sense of humor
    • Ability to work unsupervised
    • The person in this role will report directly to the Operations Manager but will also have duties assigned by the Partners and Associate Advisors. As a small office, the candidate will provide and receive support from all in the office.
    Employer Will Provide:
    • Training in industry-specific terms, software and basic competencies
    • Competitive wage and benefits package
    • A great work environment, positive culture
    • Paid-for municipal garage parking
    To apply, please e-mail your resumé to Lisa Weidman at weidmanl@bckpartners.com.

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