Experience working in a financial services or wealth management office environment.
Proven experience managing a busy front desk and serving as the first point of contact for clients.
Demonstrated customer service experience
Experience coordinating appointments, maintaining contact lists, and supporting advisor or executive schedules.
Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
Experience with customer relationship management (CRM) systems.
Ability to maintain confidentiality and exercise discretion when handling sensitive information.
Experience supporting mailroom and office operations, including mail handling and distribution.
Experience coordinating events or client-facing meetings.
Experience managing conference rooms, including scheduling and ensuring room readiness.
Experience with records management and document organization.