Trust Receptionist

The hiring organization operates as a professional services firm, specializing in providing clients with comprehensive legal, financial, and estate planning solutions. Known for its client-focused approach, the company prioritizes effective communication and meticulous attention to detail to ensure all client interactions and services meet the highest standards. The company values a cooperative environment, where team members work together to manage critical administrative and client-facing tasks efficiently to support the firm’s objectives and enhance client satisfaction.

This role is a vital administrative position responsible for managing front desk operations, facilitating communication, and supporting both client and internal team needs across the organization. The position demands a high degree of professionalism, organizational skills, and discretion. The candidate will serve as the first point of contact for clients and guests, provide essential support in coordinating meetings and events, and handle various office management responsibilities. This full-time role is designed for individuals who thrive in dynamic environments and are capable of multitasking while upholding strong attention to detail. The job involves managing daily communications, maintaining office supplies and equipment, assisting in billing and expense reporting, and contributing to special projects that support the firm’s business and client engagement activities.

Key responsibilities include welcoming guests, answering and directing phone calls, organizing the front lobby and conference rooms, and managing trust account deposits. Additional duties incorporate handling marketing materials, overseeing mail dissemination, managing legal file areas, and performing various administrative and clerical tasks including document imaging and support with meeting preparation. The ideal candidate must be comfortable using Microsoft Office applications, flexible in handling assignments, and have an ability to interact professionally across all levels of the company. Experience with banking applications and knowledge of estate planning or investment terminology will be advantageous.