Description

We are seeking a Receptionist at our downtown Norfolk, Virginia wealth management firm. This team member must demonstrate business maturity as the important first point of contact for visitors and clients while providing general office support with a variety of clerical activities and related tasks.

This position requires a dedicated presence in the downtown Norfolk, Virginia office five days a week.

Position responsibilities:

Professionally answer all incoming calls and direct the caller to the appropriate employee
Transfer a caller to voicemail when the employee is unavailable
Greet clients/guests in a professional, friendly and hospitable manner and directs them to the appropriate location
Provide callers with information such as company address, directions to the company location, company fax numbers, company website, and other related information
Receive, sort and forward incoming mail
Maintain and route publications
Coordinate the pick-up and delivery of express mail services (FedEx, UPS, etc.)
Assist in the ordering, receiving, stocking and distribution of office supplies
Assist with other related clerical duties such as photocopying, faxing and filing
Completes other duties as assigned

Requirements

Essential skills and experience:

1 – 3 years of related customer service experience
High School Diploma or equivalent (GED)
Ability to organize and manage multiple priorities
Strong client orientation
Exceptional interpersonal, written and verbal communication skills
Business maturity while working proactively in a client-focused environment
Must have the ability to work independently on assigned tasks as well as to accept direction on given assignments
Strong team player
Commitment to company values

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from all minorities.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

The qualified candidate can expect:

A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
The opportunity to join a growing firm that offers professional growth in an industry that is both dynamic and intellectually challenging
An opportunity to work with high-profile private clients and institutions across the country
A competitive base salary with an incentive bonus program
401(k) Savings plan with company contributions
Health, Dental, Vision, and Long-term disability insurances
Generous paid time off program

We are Clearstead Advisory Solutions…an independent institutional investment and private wealth advisory firm headquartered in Cleveland, Ohio.

Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. Our private clients are families, individuals, and related entities.

There’s a popular line at Clearstead, “There are no sharp elbows.” There is a palpable sense of kindness and respect for one another; of doing what is right for clients and the firm. Our culture is collaborative and collegial and encourages sharing of information and ideas. This helps us attract and retain strong and motivated individuals.