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Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $15.50 - $20.00
Work Schedule
Standard Hours
Flexible
Benefits
PTO
401(k)
Vision Insurance
Dental Insurance
Flexible days
Job Description
Laurel Oak Wealth Management is a distinguished private wealth management firm based in Marlton, New Jersey. With over 30 years of experience, the company has built a strong reputation for providing comprehensive financial planning services tailored to a diverse clientele, including individuals and families. Laurel Oak Wealth Management's commitment to delivering personalized financial advice spans all stages of life, ensuring clients receive strategies that align with their unique goals and circumstances. The firm prides itself on fostering long-term relationships, supporting clients through evolving financial landscapes and life changes, and leveraging expertise to optimize wealth management and financial security.
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Job Requirements
- Education level not specified
- Prior experience in a front desk, receptionist, or client-facing role preferred
- Strong communication skills
- Exceptional organizational skills
- Professionalism and discretion with confidential information
- Ability to multitask in a fast-paced environment
- Residency in NJ/Philadelphia area
- Availability for full-time work from 8:30 AM to 4:30 PM
- Willingness to work on-site
Job Qualifications
- Prior experience in a front desk, receptionist, or client-facing role preferred
- Strong communication skills - warm, clear, and professional on the phone and in person
- Exceptional organizational skills and attention to detail
- Discretion and professionalism when handling confidential client information
- Ability to manage multiple priorities calmly in a fast-paced environment
- Experience with scheduling software or CRM platforms a plus
- Interest in financial services or wealth management a plus
Job Duties
- Answer inbound client calls and serve as a warm, professional first point of contact
- Greet and welcome clients and visitors as they arrive, creating a strong first impression
- Schedule and coordinate client meetings - phone calls, Zoom sessions, and in-person appointments
- Prepare meeting prep sheets so advisors are ready and clients feel remembered
- Upload and maintain scanned meeting notes and documents
- Monitor and order office supplies to keep the office running smoothly
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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