Receptionist

Wealth Management Firm | Alpharetta, GA
Temp-to-Hire | Direct Hire Also Considered

About the Opportunity

A well-established wealth management firm in Alpharetta is seeking a polished, friendly, and organized Receptionist to serve as the welcoming face of the office. This is an excellent opportunity for someone who enjoys creating a positive client experience, keeping an office running smoothly, and being part of a professional, team-oriented environment.

The current Receptionist has been promoted within the firm, creating an exciting opportunity for someone new to step into the role. The firm is open to both temp-to-hire and direct-hire candidates and would love to find someone who is looking to establish stability in the position for at least a year, with the potential to grow into additional responsibilities over time.

Responsibilities

• Greet clients and visitors warmly and professionally, creating a positive first impression.
• Answer and direct incoming phone calls with a friendly, professional demeanor.
• Manage incoming and outgoing mail, FedEx, and other deliveries.
• Order and maintain office supplies.
• Prepare and organize conference rooms for client meetings.
• Coordinate and order lunches for meetings and office functions.
• Assist with administrative projects and general office support as needed.
• Take direction well, prioritize tasks, and help ensure the office operates efficiently.
• Maintain a welcoming, organized, and professional office environment.

Ideal Candidate

• Friendly, personable, and professional, with a genuine desire to make others feel welcome.
• Organized, detail-oriented, and dependable.
• A confident communicator who can "smile through the phone” and provide excellent service to clients and colleagues.
• Comfortable taking direction, following through on assignments, and pitching in wherever needed.
• A strong culture and personality fit who enjoys working in a professional, collaborative environment.
• Interested in stability and making a positive, lasting contribution to the team.
• Eager to learn and open to taking on additional responsibilities as opportunities arise.

Schedule & Benefits

• Hours: Monday–Friday, 8:30 a.m.–5:00 p.m.
• Location: Alpharetta, GA
• Employment Options: Temp-to-hire; direct hire may also be considered.
• Benefits package and 401(k).
• Free on-site parking.
• Opportunity for long-term growth within the firm.

Why This Role?

This is more than a front-desk position. It is an opportunity to join a professional wealth management firm that values its people, provides a welcoming work environment, and offers the potential to grow into a broader administrative or support role over time. The ideal candidate will take pride in being the first point of contact and helping create an exceptional experience for both clients and colleagues.