Receptionist & Office Coordinator

Rockstar is recruiting for a boutique financial planning firm dedicated to delivering exceptional client experiences. This firm is seeking a professional, full-time Receptionist & Office Coordinator who thrives in a dynamic environment and values providing outstanding service to clients. The selected candidate will play a crucial role in creating a welcoming and professional atmosphere as the first point of contact for clients.

Position Summary:
The Receptionist & Office Coordinator will be responsible for managing front office operations, ensuring clients have a positive experience, and supporting administrative and marketing activities. This role is pivotal in maintaining an organized, efficient, and client-focused environment.

Key Responsibilities:

• Serve as the first point of contact by answering and directing multiple phone lines and warmly greeting clients.
• Maintain a professional and welcoming environment, offering refreshments and ensuring client comfort.
• Manage appointment scheduling, confirmations, and updates.
• Perform data entry with accuracy and efficiency.
• Sort and distribute mail and handle general filing duties.
• Order and organize office supplies to ensure smooth daily operations.
• Support marketing efforts, including:
• Preparing workshop materials and client folders.
• Assembling new client binders and welcome kits.
• Participating in occasional after-hours events as requested.
• Perform miscellaneous administrative tasks as assigned by the leadership team.

Required Skills and Qualifications:

• High school diploma or equivalent.
• Experience in administration and data entry.
• Strong interpersonal and customer service skills; energetic, personable, and professional.
• Excellent phone etiquette and verbal communication skills.
• Genuine interest in serving and supporting others.
• Highly organized with attention to detail and the ability to multitask effectively.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Professional presentation and demeanor.
• Ability to manage office technology, including sending/receiving emails and faxes.

What We Offer:

• A collaborative and supportive work environment.
• Opportunities to contribute to the success and growth of the firm.

If you’re an organized and personable professional who enjoys creating a welcoming environment and managing office operations, we encourage you to apply.