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Admin Assistant/Receptionist

Date Posted: 4/25/2024

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Job Description

Admin Assistant/Receptionist - Cockeysville, MD

Our client, a growing wealth management firm, is seeking a Director of First Impressions to assist us in our mission of helping clients achieve their financial goals.

This is a DIRECT-HIRE opportunity!

Salary: up to $55k/yr

**Must be upbeat and energetic, understands the importance of making guests and team members feel welcome and comfortable.


Front Desk

  • Greet clients, prospective clients, and all other visitors in a warm and friendly manner.
  • Escort clients/guests to appropriate conference room, engaging in conversation and then offering/delivering beverages.
  • Maintain a log of client preferences to deliver a more positive experience during their next visit.
  • Answer all incoming telephone calls, providing information or answering questions whenever possible, or connecting callers with the appropriate team member.
  • Keep reception area in a tidy and orderly manner.

Office Administration

  • Sort and distribute mail, ensuring team members are promptly made aware of all priority or time-sensitive communications.
  • Maintain inventory of office supplies, beverages, and snacks. Order and re-stock as needed.
  • Keep conference rooms and common areas in a tidy and orderly manner, ensuring each room is properly prepared for scheduled or drop-in visitors.
  • Load, start and unload dishwasher daily. Clean out refrigerator periodically.
  • Coordinate with and manage external office suppliers.
  • Become familiar with - and then function as initial point of contact for questions/issues related to - phone, IT, copier, and postage equipment. Engage appropriate third-party suppliers as necessary.
  • Coordinate with Chief of Staff to track team member PTO or other office protocols as requested.
  • Maintain accurate client data in firm's CRM system.
  • Coordinate with Chief of Staff to order team lunch and organize team outings.


  • Bachelor's degree in marketing, business, communications, or a related field.
  • Proficient in Salesforce, Calendly, LinkedIn, Facebook, Hootsuite, Excel, Word, and PowerPoint are advantageous.
  • Previous experience in marketing or a related role, and/or financial services field is a plus.
  • Excellent written and verbal communication skills.
  • Creative thinking and problem-solving skills.
  • Ability to manage deadlines, manage several tasks, and communicate in a proactive manner with a sense of urgency.
  • Strong phone skills.
  • Disciplined organizational skills.
  • Must be able to work independently and in a team environment.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

To apply please email your resume to

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Job Snapshot

  • Employee Type:Full-Time
  • Location:Cockeysville, MD
  • Job Type:Admin - Clerical, Customer Service, Finance
  • Experience:None
  • Education:None
  • Date Posted:4/25/2024
  • Contact: Bobbi Francis (201) 389-7330
  • Pay Range: $50,000.00 - $55,000.00 Annually
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Job Reference: JN -042024-365530