Front Office Receptionist Financial Planning Office Allentown, PA Job Details Full-time $40,000 - $50,000 a year 1 day ago Benefits Paid time off Professional development assistance Qualifications Customer communication Microsoft Outlook Executive administrative support Bachelor's degree Attention to detail Full Job Description Financial Planning Office | Allentown, PA 18102 | Full-time | In person Join a nationally ranked, independent financial services office that is both family-owned and veteran-owned. We are committed to providing a supportive, professional, and growth-oriented workplace where team members are valued. This is an excellent opportunity for a dependable, motivated professional who wants to join a family-office environment and grow within our organization. Position Overview The Front Office Receptionist is the first point of contact for clients, visitors, and callers. This role manages front-desk operations while providing administrative and client-service support to advisors and team members. Success requires professionalism, discretion, attention to detail, and the ability to manage multiple priorities. Key Responsibilities

• Greet clients and visitors and answer, screen, and direct calls professionally.
• Manage scheduling, calendars, meeting coordination, and front-desk activities.
• Respond to client questions and concerns promptly and tactfully.
• Support advisors and team members with correspondence, documentation, meeting preparation, and other administrative tasks.
• Maintain accurate records and protect confidential information.
• Keep reception and meeting areas organized and monitor office supplies.
• Prioritize daily responsibilities and assist with special projects as needed.
• ________________________________________Qualifications Qualified candidates should have:
• Previous reception, customer service, call-handling, or administrative experience preferred.
• Excellent communication, organization, problem-solving, and multitasking skills.
• Professional judgment, attention to detail, and discretion with confidential information.
• Proficiency with Microsoft Office, Outlook, calendars, CRM software, and general office systems.
• Ability to work independently and collaboratively in a fast-paced environment.
• Financial services or Redtail CRM experience and multilingual abilities are a plus.
• What We Offer
• Annual salary of $40,000-$50,000, based on qualifications and experience.
• Paid time off.
• Professional development assistance and growth opportunities.
• Modern office environment and supportive team culture.
• Ideal Candidate The ideal candidate is highly organized, customer-focused, and detail-oriented.

They enjoy helping others, maintaining efficient processes, and contributing to a positive team environment. This role offers the opportunity to become an integral part of a growing organization and build a rewarding long-term career.

To Apply:

Please submit your résumé for consideration. Only qualified candidates will be contacted for an interview. We appreciate your interest and look forward to hearing from you.

Job Type:

Full-time Pay:

$40,000.00 - $50,000.00 per year

Benefits:

Paid time off Professional development assistance

Education:

Bachelor's (Required)

License/Certification:

Any securities licenses (Preferred)

Work Location:

In person