Financial Advisory Receptionist & Office Coordinator

Lead with Purpose. Partner with Impact. We are looking for a skilled Receptionist & Office Coordinator to undertake a variety of day-to-day office and clerical tasks. You will be an integral part of ensuring that our office operations run smoothly and are successful in supporting other business activities. An excellent office coordinator is above all an organized and competent professional with phenomenal communication skills. You will be comfortable dealing with people and able to carry out administrative duties with accuracy and speed. This position is 30 hours on a weekly basis with full YoullDo:Answer and route incoming and confirm client meetings; maintain calendars and CRM conference room reservations for NJ and NYC prospect and meeting materials including folders and presentation client correspondence including birthday anniversary holiday cards and gift seminar logistics attendee communications and follow-up appointment and distribute performance reports client mailings and clients and visitors; provide hospitality and maintain meeting document management including scanning filing faxing and record incoming/outgoing mail FedEx UPS shipments and postage office and kitchen supplies inventory and meeting notes and support advisor/client workflow with annual employee and client communications and special additional administrative and office support duties as You Bring:Office administration reception or office coordination organizational multitasking and time-management communication and customer service with Microsoft Office and CRM attention to detail and ability to manage confidential dependable and service-oriented in a financial services or professional services environment preferred.