Advanced Wealth Management Group is seeking a professional and personable Wealth Management Receptionist to serve as the first point of contact for our clients and visitors. This role is focused on creating a welcoming office environment while supporting basic administrative and client service tasks.
The ideal candidate is friendly, organized, and dependable, with strong communication skills and attention to detail.
Front Desk & Client Experience
Greet clients and visitors in a professional and welcoming manner
Maintain a clean, organized, and client-ready reception area
Answer and route incoming phone calls
Scheduling & Office Support
Schedule and confirm client meetings
Manage calendars for advisors as needed
Prepare conference rooms for client meetings
Administrative & Processing Support
Assist with basic client service tasks, including:
Processing simple withdrawals and deposits
Sending client statements and documents
Handling routine paperwork and data entry
Support general office operations and administrative needs
Qualifications
1–3 years of experience in a receptionist, administrative, or customer service role
Strong interpersonal and communication skills
Highly organized with attention to detail
Ability to manage multiple tasks efficiently
Professional appearance and demeanor
Basic proficiency with Microsoft Office
Preferred Qualifications
Experience in a professional services or financial services environment
Familiarity with office scheduling tools or CRM systems
Compensation & Benefits
Competitive salary based on experience
Supportive and team-oriented work environment
Opportunity to grow within the firm
How to Apply
Submit your resume and a brief cover letter outlining your interest and relevant experience.
This position is well-suited for someone who enjoys interacting with people, takes pride in organization, and contributes to a positive office atmosphere.