Job Overview
Expiration date
August 5, 2026
Job Description
ABOUT JOB
Our company is a rapidly growing t firm with an opening for a Receptionist/Office Coordinator. This is an opportunity for an intelligent, positive, and responsible person with high initiative, strong communication skills, meticulous attention to detail and a desire to learn.
As a Receptionist/Office Coordinator with Destination Wealth Management you will have the opportunity to work with a team of Certified Financial Planners, Traders, Research Analysts, and Client Service Associates to manage and service a high-net worth client base. You are the hub of all activities in the firm! This is your chance to get your foot in the door and gain experience with a private client wealth management firm.
Requirements:Job Duties Include:
Answer and screen incoming calls and emails
Act as “concierge” to clients visiting the office
Incoming and outgoing mail coordination
Ad Hoc projects as assigned by your manager
Organizing conference and meeting room booking
Hours: 8:00AM to 5:00PM
The ideal candidate for the position will possess the following qualifications:
Strong initiative
Excellent communication skills
Able to demonstrate proactiveness
Operate successfully in a fast-paced environment
Ability to manage time and resources effectively
Enjoy being challenged
Ability to think logically and problem solve
Able to interact with clients and colleagues alike with a professional, respective attitude
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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