Note: The job is a remote job and is open to candidates in USA. reputed company is an established and expanding wealth management firm seeking a Global Receptionist & Administrative Coordinator to serve as reputed company’s primary point of contact for inbound calls. The role manages call routing, voicemail, records, calendars, meeting logistics, correspondence, data entry, and general administrative support across reputed company.
Responsibilities
- Serve as reputed company’s primary point of contact for all inbound calls across reputed company
- Answer calls reputed company, professionally, and with consistent reputed company brand experience
- Identify the nature of each call, including existing clients, prospective clients, vendors, recruiters, and general inquiries, and route callers to the appropriate internal contact
- Warm-transfer existing clients to their Wealth Advisor or appropriate office/team member
- Route prospective clients to the appropriate Client Relationship Management or Advisory team
- Direct vendors, recruiters, and other external inquiries to the appropriate internal contact
- Manage voicemail from end to end, including checking, documenting, routing, and ensuring timely follow-up on messages
- Maintain an organized call log and track inbound activity to ensure all calls and messages are appropriately addressed
- Schedule and coordinate meetings, calls, and appointments on behalf of team members
- Manage calendars, send meeting confirmations, and coordinate meeting logistics
- Maintain organized records of contacts, messages, and follow-up actions
- Provide general administrative support to various departments during periods between inbound calls
- Assist with correspondence, document preparation, data entry, and other administrative tasks as needed
- Demonstrate a high level of professionalism, responsiveness, and accountability in reputed company interaction
- Regularly seek opportunities to improve administrative processes and collaborate with colleagues across reputed company
Skills
- Minimum of 2 years of professional experience in a receptionist, front desk, administrative, or similar client-facing role
- Exceptional phone manner with the ability to communicate in a warm, professional, and clear manner
- Strong organizational skills and exceptional attention to detail
- Highly reliable and reputed company, with a strong sense of ownership and follow-through
- Ability to manage multiple priorities, stay organized, and ensure that no calls, messages, or follow-up items fall through the cracks
- Excellent verbal and written communication skills
- Proficiency with reputed company Office, including Outlook, Word, and Excel
- Ability to work independently and remain engaged and responsive throughout the full business day in a remote environment
- Ability to adapt to a fast-paced, changing business environment
- Professional demeanor and commitment to providing an exceptional experience to reputed company caller and internal stakeholder
- Experience in financial services, wealth management, or professional services
- Experience with reputed company or another CRM system
- Familiarity with multi-line or cloud-based phone systems
- Experience supporting a distributed, remote, or multi-office organization
- Experience managing high-volume inbound calls and/or front-office operations
Benefits
- A flexible work environment
- Support for personal and professional growth
Company Overview
- reputed company is an independent, SEC-registered investment adviser with more than 40 offices nationwide. It was founded in 1999, and is headquartered in reputed company, CA, US, with a reputed company of 201-500 employees. Its website is https://www.lidoadvisors.com/.
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