via LinkedIn
$40K - 55K a year
Serve as the first point of contact by greeting visitors, managing calls, coordinating schedules, supporting administrative tasks, and maintaining office operations.
Requires at least 2 years of professional office experience, high school diploma (Associate's or Bachelor's preferred), proficiency in Microsoft Office, strong communication and organizational skills, and ability to maintain confidentiality.
Job description: A well-established wealth management firm based in Bethesda MD, is seeking a polished and proactive Receptionist & Office Administrator to serve as the first point of contact for clients, visitors, and vendors. This role is ideal for individuals who thrive in a fast-paced, client-focused environment and enjoy keeping an office running smoothly. This position is offered through our staffing agency, and the selected candidate will work directly with our client. Key Responsibilities: • Greet and engage visitors with professionalism and a warm, welcoming demeanor. • Manage incoming calls, screen inquiries, and direct communication to appropriate staff members. • Maintain an organized and professional reception area and other client-facing spaces. • Coordinate meeting schedules, conference room reservations, and internal calendars. • Prepare and process documentation, applications, onboarding packets, and basic compliance forms. • Assist with mailings, marketing materials, and event support. • Track, order, and maintain inventory of office supplies. • Support travel arrangements, expense reports, and logistics for staff and leadership. • Help coordinate internal celebrations (birthdays, anniversaries, recognition events). • Provide administrative support, including document preparation and data entry. • Adhere to confidentiality, compliance, and internal protocol standards. • Partner with facilities/IT teams to troubleshoot basic office equipment issues. Qualifications: • High school diploma required; Associate’s or Bachelor’s degree preferred. • 2+ years of experience in a professional office environment (financial or legal industry experience a plus). • Exceptional interpersonal skills and a client-first mindset. • Strong organizational skills with the ability to prioritize multiple tasks. • Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). • Experience with CRM or document management systems is helpful. • Excellent written and verbal communication skills. • High attention to detail, accuracy, and professionalism. • Ability to maintain confidentiality and handle sensitive information. • Self-starter with a proactive approach to problem-solving. • Comfortable in a fast-paced, high-performance setting. Compensation & Benefits: • Competitive salary, based on experience • Comprehensive benefits package (health, dental, vision, disability, 401(k)). • Support for professional development and continuing education. • Paid parking or transit stipend. • Opportunities for long-term growth within a respected organization.
This job posting was last updated on 12/8/2025