Receptionist

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 to clients. At Loring Advisory Group, the focus is on building lasting relationships based on trust, integrity, and a genuine care for clients' financial goals. The organization prides itself on maintaining high ethical standards and compliance, ensuring that every interaction reflects its dedication to the highest degree of professionalism.

The role of Receptionist at Loring Advisory Group's Greenville office is an excellent opportunity for a professional who thrives in a fast-paced, ambitious environment. This role is vital as the first point of contact for clients and visitors, requiring a warm and friendly disposition, outstanding interpersonal skills, and exceptional organizational abilities. The receptionist plays an integral part in supporting the smooth operation of the office by managing communications, coordinating appointments, and assisting with essential administrative tasks.

Ideal candidates will be intellectually curious, capable of working independently or as part of a team, and have a genuine desire to provide excellent service. The position requires proficiency in managing phone systems, scheduling tools, and office technology, as well as a detail-oriented approach to maintaining client records and handling confidential information. Working closely with the advisory team, the receptionist ensures seamless client support and fosters an environment of professionalism and care.

This full-time receptionist position offers the chance to join an established yet growing team dedicated to personal and professional development. While no formal licensing requirements are necessary, the ability to prioritize tasks effectively, multitask, and adapt to the changing needs of both clients and the team is essential. Loring Advisory Group emphasizes ongoing training and growth opportunities, enabling employees to advance their skills within the financial services industry.

Additionally, the reception role at Loring Advisory Group comes with comprehensive benefits including healthcare and dental plans, a 401k match with profit-sharing, and participation in company-sponsored outings and events. The firm is committed to creating a nurturing workspace where employees feel valued and supported while contributing to the overarching mission of delivering exceptional wealth management services.