Middlebrook Wealth · 8 hours ago
Front Desk Receptionist
Staunton, VA
Full-time
Onsite
New Grad, Entry Level
$25/hr - $28/hrMiddlebrook Wealth is a financial services firm focused on enhancing the client experience. They are seeking a Front Desk Receptionist to serve as the first point of contact for clients and assist with daily office operations and light administrative tasks.
Financial Services
Hiring Manager
Zhyar Abdul
Responsibilities
Open and close the office daily during standard business hours
Serve as the first point of contact at the front desk, greet clients and visitors with friendly, professional demeanor
Answer and route incoming calls; return client messages promptly and direct inquiries appropriately
Manage office appearance and supplies: keep the reception and meeting areas organized, restock supplies/snacks, and maintain a professional aesthetic
Assist with scheduling client appointments, confirming meetings, and coordinating documents for signature (electronically or by mail)
Prepare and send correspondence, birthday and thank-you cards, and other special-occasion communications, while maintaining compliance gift logs
Handle basic administrative support, including filing, maintaining records, check logs, and compliance submissions
Provide logistical support for occasional client events and firm-sponsored seminars (1–3 per year; attendance required with additional compensation)
Collaborate with remote team members to ensure seamless communication and client service
Perform other duties as assigned to support the branch and client service teams
Qualification
Required
Professional presence with strong interpersonal and communication skills (in person, phone, and written)
Previous front desk, receptionist, or client service experience
Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and ability to learn internal systems
Strong organizational skills; able to multitask and manage competing priorities
Self-motivated and reliable; capable of working independently while supporting a remote team
Ability to remain calm, professional, and service-oriented in a fast-paced environment
Background check (criminal and financial) and fingerprinting required per industry standards
Benefits
Comprehensive medical, dental, and vision coverage.
Employer-paid life and disability insurance.
Voluntary benefits available (accident, critical illness, hospital indemnity).
Access to MyPath Perks Discount Marketplace.
3% Safe Harbor Employer Contribution to your retirement plan (non-matching).
Company
Middlebrook Wealth
Middlebrook Wealth is a Wealth Management company who serves high net worth individuals, businesses, and their families.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase