We are a boutique Wealth Management firm located in the heart of Downtown Seattle, dedicated to delivering personalized financial services to high-net-worth clients. Our team is committed to precision, thoroughness, and maintaining compliance standards in every aspect of our work.
We are seeking a polished, organized, and initiative-taking receptionist to serve as the first point of contact for our office. The ideal candidate will possess a friendly demeanor and the ability to multitask effectively, providing front desk support while assisting with various administrative responsibilities.
Why Join Us:
Medical, Dental, and Vision benefits
401(K) plan with company match
Free Orca Pass
Vacation Time, Sick Time & Paid Holidays
Full-time consistent hours and work-life balance
Collaborative and fun team in a prestigious wealth management firm
Schedule:
Mon-Fri: 7:30am-4:00pm (On-site)
Salary:
$55,000-$65,000 per year
Job Responsibilities:
Greet and assist clients and visitors warmly, providing directions, answering inquiries, and promptly notifying team members of guest arrivals to create a welcoming office environment.
Professionally answer, screen, and route calls on a multi-line phone system, manage messages, and coordinate conference calls as needed.
Receive, sort, and distribute incoming mail and deliveries accurately; handle outgoing mail and package pickups, ensuring compliance with firm protocols.
Process check deposits with accuracy, following company procedures for ensuring compliance with firm protocols.
Keep the reception, kitchen, and Speakeasy areas clean, organized, and well-stocked throughout the day, including regular tidying, restocking supplies, and managing the dishwasher.
Provide general administrative support, including data entry, ordering supplies, filing, and other tasks as needed to support office operations.
Qualifications:
Minimum two years in a client-facing, administrative, or customer service role.
Professional verbal and written communication skills for engaging clients, vendors, and staff; able to manage multi-line phones with a positive, client-first approach.
Independent critical thinking skills with sound judgment to escalate issues when needed.
Strong attention to detail for tasks like check deposits, mail sorting, and data entry, maintaining compliance standards with accuracy and consistency.
Effective time-management skills to manage multiple tasks, prioritize in a fast-paced setting, and keep areas organized.
Proficient with office software (Microsoft Office Suite, Outlook) and basic office equipment (multi-line phones, copiers, scanners).
Collaborative, adaptable, and ready to assist across departments as needed with a positive attitude.