Receptionist

Fort Worth, TX
Full-time, Onsite

The Receptionist will serve as the first point of contact for a respected and rapidly growing wealth management firm, providing an exceptional client experience for a high-net-worth clientele. This role requires a poised, polished professional who brings warmth, organization, and attention to detail to every interaction.

This is a long-term, career-growth opportunity for someone who aspires to advance into an Office Manager position within the next 5???8 years. The firm values loyalty, drive, and professionalism???and rewards individuals who bring consistency, initiative, and a commitment to excellence.

Client & Front Office Support

• Greet and assist clients, visitors, and vendors with professionalism and discretion.

• Answer and route calls promptly, ensuring messages are handled accurately.

• Maintain the appearance and organization of the front office, conference rooms, and client areas.

• Manage daily scheduling, appointments, and client inquiries.

• Support the Office Manager with administrative, marketing, and event coordination tasks.

Administrative & Operational Assistance

• Maintain and update client data within CRM systems.

• Assist with calendar management, mail distribution, and office supply coordination.

• Prepare meeting materials, correspondence, and other documents as needed.

• Contribute to a culture of excellence by ensuring client-facing spaces reflect the firm???s professional image.

• Prior experience in a client-facing or professional office environment preferred.

• Bachelor???s degree in Communications, Psychology, or Mathematics preferred (Finance not required).

• Proficiency in Microsoft Excel and comfort with CRM systems.

• Strong verbal and written communication skills with exceptional attention to detail.

• Polished & Professional ??? Presents well to high-net-worth clients; articulate and composed.

• Driven & Dependable ??? Consistent, reliable, and committed to long-term career growth.

• Resilient ??? Thrives in a direct, fast-paced, high-performance culture.

• Team-Oriented ??? Works well with others, contributes to a positive office environment.

• Organized ??? Keeps tasks, schedules, and front office operations running smoothly.

• Confident Communicator ??? Handles feedback and shifting priorities with professionalism.