Full job description

Asset Preservation is hiring a Receptionist to manage front-desk operations and support day-to-day office flow. This role is client-facing, fast-moving, and especially critical during tax season. If you can juggle tasks, stay calm under pressure, and genuinely enjoy helping people, you’ll fit right in.

Responsibilities

• Greet clients and visitors with a professional, welcoming demeanor
• Answer, screen, and route incoming phone calls
• Manage calendars and schedule client appointments
• Scan and process incoming client documents
• Receive, distribute, and send outgoing mail
• Maintain reception area, including stocking drinks and snacks
• Support administrative tasks as needed
• Maintain strict confidentiality of sensitive client information
• Multitask effectively in a high-volume environment

Work Schedule

• Standard business hours outside of tax season
• Tax season hours vary and will require some late nights

(Flexibility is required; this is not a clock-watcher’s role)

Qualifications

• High school diploma or equivalent
• Previous receptionist or front-desk experience preferred
• Experience in the Financial Industry
• Strong multitasking and organizational skills
• Calm, professional demeanor under pressure
• “Ready to help” attitude with strong customer service instincts
• Proficiency with office tools (Outlook, calendars, Office 365, scanners, basic software)
• Reliable, punctual, and detail-oriented