Job Description

Our Client

Our client is a respected and rapidly growing financial services firm with a strong focus on delivering personalized client support. With a customer-first philosophy and a modern, welcoming office space designed to reflect the professionalism of their brand, they are looking for a reliable and polished Front Desk Receptionist. This position is ideal for someone looking to gain experience in a corporate setting while building a foundation in financial services and customer-facing roles.

Job Summary

As the Front Desk Receptionist, you will serve as the first point of contact for clients visiting the firm’s retail-style financial center. You’ll be responsible for greeting clients, managing incoming calls, and supporting the office staff with day-to-day administrative functions. Your professionalism and attention to detail will help ensure a seamless and welcoming experience for every client interaction.

Key Responsibilities

• Greet and check in clients with warmth, professionalism, and efficiency
• Answer and direct incoming calls, or take clear, detailed messages
• Assist clients with appointment confirmations, directions, or general inquiries
• Maintain a tidy, organized, and presentable front office/reception area
• Schedule meetings and appointments for financial advisors and staff
• Handle basic administrative support tasks such as data entry, filing, and document preparation
• Monitor and manage client wait times; offer refreshments as appropriate
• Maintain confidentiality and handle sensitive information with discretion
• Collaborate with office and operations staff to ensure client satisfaction
• Assist with occasional light customer service tasks such as form completion, client onboarding materials, or appointment reminders

Required Qualifications

• Bachelor's Degree
• 0–2 years of experience in a receptionist, customer service, or retail/front desk role
• Excellent verbal and written communication skills
• Professional appearance and demeanor
• Strong organizational skills and attention to detail
• Comfortable using office software (Microsoft Office, Outlook) and learning new systems
• Ability to handle multiple tasks and prioritize in a fast-paced environment
• Discretion and integrity when handling confidential financial information
• Willingness to work in a client-focused environment where punctuality and professionalism are key

The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion, or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.

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