Severin Investments LLC · 4 weeks ago
Professional Front Desk Receptionist – Money Management Firm
Clearwater, FL
Full-time
Onsite
New Grad, Entry Level
$16/hr - $22/hrSeverin Investments LLC is a trusted, independent money management firm seeking a professional and organized Front Desk Receptionist to join their Clearwater office. The ideal candidate will serve as the first point of contact for clients and visitors, managing front desk operations with efficiency and professionalism while supporting essential administrative functions.
Angel InvestmentConsultingFinancial Services
Responsibilities
Greet clients and visitors warmly, providing exceptional customer service at all times
Manage multi-line phone systems, directing calls accurately and courteously
Handle appointment scheduling, calendar management, and meeting coordination using Microsoft Office and Excel spreadsheets
Update computers
Perform data entry, filing, and document proofreading to ensure accuracy and organization
Maintain office supplies inventory and coordinate with vendors as needed
Assist with bookkeeping tasks using QuickBooks and other accounting software
Support administrative tasks such as typing correspondence, managing emails, and supporting office management activities
Provide customer support by addressing inquiries promptly and professionally
Maintain a clean and professional front desk area to reflect the firm's standards
Qualification
Required
Proven experience in office management, clerical work, or administrative support roles
Strong computer literacy with proficiency in Microsoft Office Suite, Google Workspace, and data entry skills
Excellent phone etiquette with the ability to handle multi-line phone systems effectively
Exceptional organizational skills with keen attention to detail and proofreading capabilities
Ability to manage time efficiently in a fast-paced environment
Strong interpersonal skills with a focus on customer service excellence
Ability to handle confidential information discreetly and professionally
Preferred
Experience with QuickBooks or bookkeeping
Bilingual abilities are a plus to assist diverse client needs
Previous experience in the financial field, such as a medical receptionist, dental receptionist, or personal assistant
Benefits
401K plan with company matching
Generous paid time off and firm holidays
Dental insurance
Health insurance
Vision insurance
Company
Severin Investments LLC
Severin Investments is a Portfolio management firm. Jeffrey Severin, President CEO, has been in the financial industry for over 20 years.
Founded in 2003
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase