Our client, a rapidly growing wealth management firm, is seeking an Administrative Assistant / Receptionist to provide onsite administrative and operational support to clients, colleagues, and a team of Advisory VPs. This is a highly visible, front-facing role that requires strong interpersonal skills, attention to detail, and the ability to operate effectively in a fast-paced, client-focused environment.

The ideal candidate is polished, proactive, and service-oriented, with the ability to manage competing priorities while maintaining a high level of professionalism and discretion. This role requires someone who is a strong team player, comfortable collaborating across departments, and eager to contribute to both day-to-day operations and broader firm initiatives.

RESPONSIBILITIES:

• Greet visitors, answer incoming calls, and provide a high level of service to clients and employees
• Manage conference room calendars, scheduling, and meeting setup
• Provide comprehensive administrative and operational support to the team
• Manage calendars in Outlook, ensuring effective scheduling and prioritization
• Coordinate internal and external meetings, including videoconferencing and catering
• Arrange domestic travel including flights, hotels, and transportation
• Prepare and submit expense reports using Concur
• Partner with senior leaders to stay ahead of meetings, commitments, and deliverables
• Track tasks and workflows through to completion
• Collaborate with hospitality and administrative teams on events, lunches, and firm initiatives
• Assist with special projects and provide support to additional offices as needed

REQUIREMENTS:

• 1+ years of experience in an administrative or receptionist role preferred
• Ability to work onsite Monday–Friday, 8:30am–5:00pm
• Strong proficiency in Microsoft Office (Word, Excel, PowerPoint); Concur and DocuSign a plus
• Excellent interpersonal and organizational skills with a polished, professional demeanor
• Strong written and verbal communication skills with high attention to detail
• Ability to handle confidential information with discretion
• Team-oriented with a proactive, solutions-driven mindset
• Comfortable working in a fast-paced, client-facing environment
• Flexible with occasional overtime as needed

HOURS:
8:30am–5:00pm
Fully onsite, Monday–Friday

SALARY:
$70K–$80K base (DOE) + discretionary bonus + comprehensive benefits package including health, dental, vision, 401K, wellness perks, and generous PTO