At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
We are seeking a highly motivated, detail oriented, and experienced Receptionist to join our team. The candidate will present a consistent and professional "first impression" to clients and visitors. This position is expected to make a direct impact to the business by providing excellent customer service, with superior phone and interpersonal skills.
Roles & Responsibilities
- Welcome visitors and provide support as necessary
- Order and ensure proper stocking of office supplies
- Maintain office condition and arrange necessary repairs
- Order and ensure proper stocking of pantry as needed
- Ensure clear / tidy office
- Ensure meeting rooms properly set up for client visits as needed
- Assist Accounts Payable - prepare supplier invoices to be submitted for payment
- Backup for other functions and special projects as needed
Required Knowledge, Skills, and Abilities
- Bachelor's degree from an accredited institution preferred
- Minimum of 3 years' experience Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly), Sharefile
- Experience managing phone systems a plus
- Customer service background preferred
- Investment management, finance, or banking industry office experience a plus
- Excellent verbal, written, analytical, and organizational skills
- Ability to identify, meet and follow through with business needs and requests
- Must be detail and action oriented
- Must be a goal-oriented team player with a 'no job is beneath me' attitude
- Able to work independently
- Enjoy being part of a team
- Must be highly flexible and confidential with all client and firm matters
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.