Receptionist

Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.
QualificationsStrong Phone Etiquette and Receptionist Duties skills to answer calls, route inquiries, and manage front desk interactions professionally.Solid Clerical Skills, including data entry, filing, document management, and basic office administration.ABOUT USOmega Wealth Private Capital is an independent wealth management firm that helps individuals and families make confident decisions about their financial future. We believe planning should be personal and understandable, and tied to the life you want, not just the numbers on a statement. Our CEO also hosts WI$E MONEY, a TV and radio show airing in Cincinnati, Dayton, Indianapolis and Northern Kentucky.THE ROLEYou’ll be the first face and voice our clients meet when they walk into our Cincinnati office. This isn’t a traditional front desk job. It’s a hospitality-driven role where you set the tone for every meeting, from the welcome and refreshments to an office that’s polished and client-ready all day. If you take pride in warm hospitality and notice the small details others miss, keep reading.WHAT YOU’LL DOClient Welcome & HospitalityWarmly greet every client, prospect and visitor, confirming their name and who they’re meeting withOffer and serve refreshments and escort guests to their meeting roomDeliver our new client welcome experience, including welcome gifts and gift inventory trackingGreet walk-ins and provide intake forms Share upcoming client events and workshops with visitors when appropriateScheduling & Meeting FlowReview daily advisor and team schedules in our CRM and calendars to plan meeting room useReserve offices strategically, placing the best available space for new client meetingsNotify advisors of client arrivals promptly so meetings start on timeCoordinate rooms across client appointments, team requests and walk-ins, always putting the client experience firstOffice ReadinessOpen and prepare the office each morning, including lights and lobby and meeting room displaysKeep every meeting room stocked, tidy and client-ready, including whiteboards, seating and the refreshment setupWHAT YOU BRING1+ years of experience in reception, hospitality or client service; financial services is a plus but not requiredStrong Phone Etiquette and Receptionist Duties skills to answer calls, route inquiries, and manage front desk interactions professionally.Solid Clerical Skills, including data entry, filing, document management, and basic office administration.A warm, polished and professional presence with excellent people skillsHighly organized, with strong attention to detail in a busy officeComfortable with Google Workspace or Microsoft Office and quick to learn new systems (CRM, team chat, scheduling tools)Reliable and punctual, with a service-first, team-player mindsetWHAT SUCCESS LOOKS LIKESix months in, every client gets a consistent, memorable welcome, meeting rooms are always ready, advisors know the moment their clients arrive, and meetings start on time. xzbcwsv Clients feel at home the moment they walk through our doors.WHAT WE OFFERSalary starting at $50,000 plus potential for bonusesBenefits: health, vision and dental insuranceSchedule: full-time, in-office in Cincinnati, Monday–Friday, 8:00am–5:00pm, with occasional flexibility for firm events