Job Details

Summary of Superior Planning:

Superior Planning offers a full-service Wealth Management & Family Office group that provides highly tailored services for clients with complex financial matters. We go beyond traditional financial planning, addressing the complex needs of high-net-worth individuals and families. From sophisticated estate planning and tax optimization to philanthropy strategies and generational wealth transfer, our team takes a holistic approach to managing not only your financial assets but your entire legacy. We work alongside you to design a strategy that aligns with both your financial and personal objectives as we seek to assist you in growing and protecting your wealth, so it can be passed on to future generations.

About the Role:

The Office Receptionist serves as the first point of contact for clients, visitors, and staff at our Financial Advisory Firm. This person will create a professional, welcoming and organized office environment. This role is responsible for managing the front desk, answering client inquiries, coordinating schedules, maintaining office supplies, and supporting a variety of administrative functions across the team.

About You:

We're looking for a professional, genuine, and proactive self-starter who is highly organized, personable, and able to manage multiple priorities in a fast-paced environment. This individual should present themselves professionally while providing exceptional service to both clients and colleagues.

Key Responsibilities:

Front Desk and Client Interaction

• Greet and assist clients and visitors, manage the reception area, and help maintain a professional and welcoming office environment.
• Coordinate and manage advisor calendars, schedule client meetings, confirm appointments, and assist with meeting logistics as needed.
• Answer and direct incoming phone calls and emails, respond to general inquiries, and ensure timely communication with clients and team members.

Administrative Support

• Perform a variety of general office duties to support daily operations, including maintaining office supplies, coordinating with vendors, organizing common areas, and assisting team members with administrative tasks as needed.
• Manage and organize client and office documents, including filing, scanning, and maintaining digital and physical records while ensuring accuracy, confidentiality, and compliance with company policies.
• Receive, sort, and distribute incoming mail and packages, prepare outgoing mail and shipments, and coordinate deliveries to ensure timely and efficient handling of office correspondence and materials.

Client Service and Support

• Conduct outreach to existing clients to maintain relationships, provide updates, and identify opportunities for additional planning services.
• Provide courteous and attentive assistance to clients by addressing basic inquiries, helping with routine requests, and ensuring clients have a smooth and positive experience when interacting with the office.
• Facilitate clear and timely communication between team members by relaying messages, coordinating information, and supporting collaboration across departments to ensure efficient daily operations.
• Help maintain a clean, organized, and professional office environment by monitoring common areas, keeping the reception and meeting spaces presentable, and assisting with the overall appearance and functionality of the workspace.

Support for Special Projects

• Assist with event coordination by helping plan, organize, and execute client meetings, internal team events, and special office functions, including preparing materials, arranging logistics, and ensuring events run smoothly.
• Assist with office workflow by supporting team processes, tracking tasks, managing follow-ups, and helping streamline administrative operations to improve overall efficiency and productivity.

Required Qualifications:

• High school diploma or equivalent, bachelor's degree or higher is a plus.
• Previous experience in a receptionist, administrative, or customer service role, preferably in a professional services or financial environment.
• Strong interpersonal and communication skills, with the ability to interact professionally with clients, visitors, and team members.
• Excellent organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and comfort using scheduling or CRM software - Redtail preferred.
• Ability to handle sensitive and confidential information with discretion.
• Professional demeanor, positive attitude, and a strong commitment to providing exceptional client service.
• Ability to work independently as well as part of a team in a fast-paced environment.

Compensation for this role begins at $21/hour and will be determined based on a variety of factors, including relevant experience, skills and qualifications. In addition to base pay, this position offers a bonus potential tied to company profitability, as well as a performance-based incentive. We also offer a 401(k) plan with company matching, paid holidays, sick leave and paid vacation.

Due to the nature of our operations and client relationships, all candidates will be subject to thorough background and reference checks.

Superior Planning is an equal opportunity employer. We value diversity and provide employment opportunities regardless of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, or any other protected characteristic.