Stone Bybee & Associates, PLLC · 1 day ago
Client Services Coordinator / Receptionist
Stone Bybee & Associates, PLLC is committed to understanding clients beyond their financial assets by focusing on their values, passions, and unique circumstances. They are seeking a dedicated Client Services Coordinator / Receptionist to manage front desk operations, greet clients, and handle administrative tasks to create a welcoming environment.
Responsibilities
Managing front desk operations
Greeting and assisting clients
Handling phone inquiries
Scheduling appointments
Maintaining office supplies
Organizing records
Collaborating with team members to ensure efficient workflows
Qualification
Required
Strong interpersonal and communication skills, including the ability to professionally interact with clients and team members
Proficiency in organizational and time management skills with attention to detail
Experience managing schedules, recordkeeping, and administrative tasks
Familiarity with office productivity tools and software, such as Microsoft Office Suite
Ability to work effectively and collaboratively in a team-oriented environment
Customer service experience is an asset
A positive attitude and a commitment to confidentiality and professionalism
Preferred
Prior experience in a legal, administrative, or reception role is preferred
Company
Stone Bybee & Associates, PLLC
“Wealth” is more than a Client’s financial assets, but includes a Client’s purposes, passions, value-systems, stories, cares, concerns, health, etc.
Funding
Current Stage
Early StageCompany data provided by crunchbase