Receptionist

Providence, RI, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Hourly

Range $15.25 - $20.25

Work Schedule

Standard Hours

Benefits

Collaborative environment

supportive environment

Comprehensive Healthcare

Dental Insurance

401k Match

Profit-Sharing plan

Company sponsored outings

Job Description

Loring Advisory Group, a founding partner of Kintra Wealth, is a dynamic and multifaceted wealth management firm headquartered in Greenville, Rhode Island. Known for its client-centric approach, the firm specializes in offering tailored financial advisory services that help individuals and families grow and protect their wealth. With a commitment to professionalism, transparency, and deep expertise, Loring Advisory Group operates within the larger Kintra Wealth network, leveraging a broad platform of resources and knowledge to deliver exceptional service.

The company fosters a collaborative and supportive environment where team members are encouraged to bring innovative ideas and provide outstanding support t... Show More

Job Requirements

High school diploma or equivalent
prior experience in a receptionist or administrative role
proficiency in Microsoft Office Suite
excellent communication and organizational skills
ability to multitask and prioritize
strong interpersonal skills
commitment to confidentiality and compliance
ability to work independently and as part of a team

Job Qualifications

Experienced as a receptionist or in a similar administrative role, preferably in a financial or professional services environment
proficient in Microsoft Office Suite (Word, Excel, Outlook) and familiar with office equipment (e.g., printers, scanners)
detail oriented and thorough in written and verbal communication
capable of effectively prioritizing workload, multitasking and meeting deadlines
adaptable and resilient to changing needs of clients and team
committed to the highest degree of personal integrity

Job Duties

Answer, screen and direct incoming phone calls, taking messages when necessary
schedule and coordinate appointments for clients and team members
assist with administrative tasks, including data entry, filing, and maintaining client records
collaborate with team members to ensure seamless operations and client support
provide general information about the firm's services and assist clients with inquiries
support the compliance and confidentiality policies of the firm

Job Criteria

Experience

Mid Level (3-7 years)

Job Location

Don't Stop At One Job - There's More

Create a free profile

We'll match you with best jobs

Get job offers faster

Create Your Profile

Search For More Opportunities:

More Jobs Like This: