Receptionist/ First Impressions Associate - Vantage Point Financial LLC

Are you a natural at making people feel welcome and valued? As the Receptionist - First Impressions Associate at Vantage Point Financial, you’ll be the face and voice of our firm, creating memorable first impressions and ensuring every client feels prioritized and cared for. Join a growing, dynamic financial planning firm with a commitment to empowering our clients and community to achieve more than they imagined. This role isn’t just about managing a front desk; it’s an opportunity to shape the client experience and be part of a supportive, goal-driven team.

Company Description

Vantage Point Financial LLC, is a fast-growing holistic financial planning firm located in Lisle, IL. Our mission is to lead and empower our clients, team members, and community to achieve more in life than they thought possible. We provide comprehensive financial planning services that combine top-tier wealth management, smart tax planning, and niche financial services to create individualized plans that work for our clients at every stage of life.

Role Description

• Be the warm, professional first point of contact for all visitors and callers, creating a welcoming environment that reflects our brand.
• Manage and coordinate the client review schedule, ensuring timely and seamless interactions that keep clients informed and engaged.
• Build strong, lasting relationships with clients to deliver concierge-level service that anticipates their needs and exceeds expectations.
• Manage incoming calls efficiently, directing them appropriately and ensuring a seamless experience for clients and team members.
• Schedule and confirm client appointments, coordinating calendars to optimize our team’s productivity.
• Provide administrative support including mail handling, travel arrangements, and document preparation.
• Maintain organization of the office, supplies, and general space to support a professional and efficient workplace.
• Assist with event and meeting planning, supporting both internal and client events.

Qualifications

• Has a minimum of 5 years of experience in a Receptionist or Administrative Assistant role.
• Exudes professionalism with excellent phone etiquette and both written and verbal communication skills.
• Is exceptionally organized, with experience managing calendars and handling multiple priorities effectively.
• Brings a detail-oriented mindset, ensuring accuracy in every task.
• Is proficient in Microsoft Office Suite and quick to learn new technologies.
• Bachelor’s degree in Business Administration or a related field preferred, or equivalent experience.
• Has experience in the financial or investment industry (a plus!).
• Demonstrates a positive attitude, dependability, and an enthusiasm for providing outstanding client care.

Compensation

· Bonus/Incentive Opportunities

· Medical and Dental Insurance + 401k w-Match

· Generous PTO Policy & Paid Holidays

· Monday-Friday Schedule

· Professional, Fun, Motivating Atmosphere

We want to help you reach your full potential professionally and personally! We are looking for hard-working candidates passionate about customer care who genuinely enjoy helping make a difference in others' lives!