Receptionist

**About the Firms** Pettinelli Financial Partners is a multi-generational financial planning and wealth management firm serving families, professionals, and entrepreneurs. The firm is committed to delivering a personalized, education-driven client experience through a collaborative team-based approach that helps clients pursue their financial goals with confidence. The organization prides itself on building lasting relationships, providing exceptional service, and fostering a welcoming environment for clients and guests. Tarabay and Associates LLC is a well-established, client focused tax and accounting firm serving individuals, families, business owners, trust and estates with personalized financial, tax and advisory services. The firm’s culture is professional, collaborative, and family-oriented and takes pride in creating a welcoming environment where clients feel comfortable asking questions and team members feel supported in their growth. This position will support both Pettinelli Financial Partners and Tarabay and Associates by creating a professional, organized, and hospitable experience for all visitors and callers. **Position Summary** The Receptionist serves as the first point of contact for clients, prospects, and business partners entering the office or contacting the firms by phone. This individual plays a critical role in creating a positive first impression while supporting administrative operations for both firms. The ideal candidate is highly organized, personable, service-oriented, and able to manage multiple priorities in a professional office environment. They take pride in providing exceptional client service and helping ensure smooth day-to-day office operations. **Key Responsibilities** *Client & Visitor Experience* · Greet clients, visitors, and vendors in a warm, professional manner. · Create a welcoming office environment and ensure reception areas remain clean and organized. · Coordinate visitor arrivals and notify team members of client appointments. · Offer refreshments and assist with client hospitality needs during meetings. · Maintain conference room schedules and meeting room readiness. *Phone & Communications* · Answer and route incoming phone calls for both Pettinelli Financial Partners and Tarabay and Associates. · Manage incoming and outgoing mail, packages, and deliveries. · Monitor general email inboxes and distribute inquiries appropriately. · Assist with appointment confirmations and scheduling support. *Administrative Support* · Provide administrative assistance to advisors, accountants, and operational staff as needed. · Prepare, scan, file, and organize documents in accordance with firm procedures. · Maintain client records and ensure information is updated accurately. · Assist with data entry and other office administration projects. · Support meeting preparation, events, and client appreciation activities. *Office Operations* · Monitor office supplies and coordinate ordering and inventory management. · Assist with vendor coordination and facility-related requests. · Help maintain office equipment and troubleshoot minor issues. · Support special projects and operational initiatives as assigned. **Key Competencies** · Exceptional customer service mindset · Professionalism and discretion · Strong interpersonal skills · Reliability and accountability · Attention to detail · Adaptability and flexibility · Team-oriented approach · Ability to maintain confidentiality **Success in This Role** A successful Receptionist will: · Create an exceptional first impression for every client and guest. · Ensure calls, visitors, and inquiries are handled promptly and professionally. · Help maintain a seamless office environment that supports both firms' operations. · Demonstrate a proactive, positive attitude and willingness to assist wherever needed. · Contribute to the client-focused culture that both firms strive to deliver. * * * **Required** · High school diploma or equivalent. · 2+ years of rec…