Receptionist/Administrative Assistant

Our client is looking for a reliable and client-focused Receptionist/Administrative Assistant to serve as the first point of contact for clients while supporting the day-to-day operations of our office. By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners.

Client Overview:
Our client is a trusted financial advisory firm dedicated to helping clients make confident financial decisions and achieve their long-term financial goals. They are looking to add a Receptionist/Administrative Assistant to their team.

Salary/Hourly Rate:
$20/hr

Position Overview:
Our client is looking for a reliable and client-focused Receptionist/Administrative Assistant to serve as the first point of contact for clients while supporting the day-to-day operations of our office.

Responsibilities of the Receptionist/Administrative Assistant:

• Answer and professionally manage incoming phone calls, directing inquiries as appropriate.
• Respond to client questions and requests in a timely, courteous, and service-oriented manner.
• Attend client meetings and provide administrative and logistical support as needed.
• Perform general administrative duties, including scanning, filing, document management, and data entry.
• Process incoming and outgoing mail, packages, and shipping requests.
• Monitor and maintain office supply inventory, placing orders as needed.
• Coordinate office-related errands and vendor services, including ordering lunch, catering, and other meeting accommodations.

Required Experience/Skills for the Receptionist/Administrative Assistant:

• Excellent verbal and written communication skills with a warm, professional, and client-focused approach.
• Positive, proactive, and solutions-oriented mindset with a strong willingness to take initiative.
• Ability to effectively manage multiple priorities and thrive in a fast-paced, deadline-driven environment.
• Proficiency in Microsoft Office Suite.
• Strong client-facing and relationship-building experience with a commitment to exceptional service.
• Dependable, punctual, and highly reliable with strong attention to detail and follow-through.

Preferred Experience/Skills for the Receptionist/Administrative Assistant:

• Previous experience in the financial services industry is preferred.

Education Requirements:

• Associate's degree is preferred, or equivalent professional experience in a client-facing, customer service, or administrative role.

Benefits:

• Atrium Care Package available, upon eligibility (including healthcare plans, discount programs, and paid time off).

Job Wrapping ID: #LI-AJ3

About Atrium:What you do matters. Guided by our Applicant-Centric™ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team committed to your growth and success. By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy . As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO

Position ID: 401502