GSWM Careers

Wealth Management Receptionist

Our team is growing! We are seeking a Part-Time Wealth Management Receptionist to join our amazing staff.

Who We Are

We are a fast-paced independent wealth management firm located in Glastonbury, CT. Our clients are business owners, teachers, investors, and people who are experiencing a life transition. Whether it is losing a spouse, preparing for retirement, or starting a family, we are there to support our clients.

We are strongly committed not only to our clients but to our community. We support several charitable organizations and groups as a way of saying “thank you” and we encourage staff to get involved with organizations that are special to them.

Our values center on teamwork, collaboration, commitment to helping others, honesty, and accountability to ourselves and our clients.

About the Position

The Wealth Management Receptionist is the first point of contact for all clients, potential clients and visitors and serves as our brand ambassador by creating an excellent first impression. Here are some of your responsibilities:

  • Create an excellent first impression for all office visitors by promptly greeting them upon arrival, handling immediate needs, and notifying the appropriate person that their party has arrived.
  • Represent the company in a professional manner by conveying a positive attitude, friendly demeanor, and professional conservative appearance.
  • Ensure a pristine and well-stocked reception and beverage area.
  • Answer and direct incoming calls using a multi-line phone system; handle General mailbox voicemails.
  • Use Microsoft Outlook to manage multiple conference room calendars. Schedule follow-up meetings with clients as they exit.
  • Manage and maintain inventory of office and kitchen supplies (including coffee, creamer, milk, etc.). Place orders as needed. Accept deliveries, unpack and store supplies.
  • Prepare outgoing mail and UPS packages and manage postage meter.
  • Scan documents to network; e-Fax and print documents.
  • Point person for prospect mailings and tracking. Create and mail 1st meeting kits, track replies and notify advisors.
  • Manage monthly client mailings for birthday cards and Medicare reminders.
  • Assist Marketing Manager with marketing efforts, including mailings.
  • Create and track annual invoice payments for consulting clients.
  • Assist with other projects as needed.

Who You Are

  • 2+ years of experience working in an office environment in an administrative support or customer service role. Experience working in the investment/insurance industry a plus.
  • Highly proficient in using a multi-line phone system, especially transferring calls.
  • Highly proficient in Microsoft Office and Windows software (Word, Excel, PowerPoint). Possess a mindset of embracing technology.
  • Familiarity with Customer Relationship Management (CRM) system to track client data a plus.
  • Ability to scan and retrieve files from the office network.
  • Professional and courteous demeanor, both in person and on the telephone.
  • Desire to interact with clients and collaborate with team members.
  • Excellent written and proofreading skills.
  • Excellent time management and multi-tasking skills to effectively prioritize workload and meet deadlines.
  • Demonstrate strong work ethic and initiative by taking on new responsibilities, anticipating future staff needs, and offering suggestions for improvement.
  • Keen attention to detail and excellent organizational skills.

Additional Details & How to Apply

This position requires working on-site on Wednesday 12:30-5pm, Thursday 8:30am – 5:00pm, and Friday 8:30-4pm for a total of 19.5 hours per week. Hiring range is $22-$24 per hour.

Gottfried & Somberg Wealth Management LLC offers a 401(k) plan with a company match after six months of employment. Free parking is available.

We celebrate diversity and are committed to creating an inclusive environment for all employees. If what you’ve read resonates with you, we encourage you to apply. Please email your resume and cover letter with “Part-Time Wealth Management Receptionist” in the subject line to  Gottfried & Somberg Wealth Management, LLC is located at 340 Hebron Avenue, 3rd Floor, Glastonbury, CT 06033.

Apply Today