Receptionist/Concierge – Financial Services

• Serving as gatekeeper, both in person and on the phone, for the Firm, greeting employees and clients
• Heavy calendar management and coordination of catering for onsite meetings
• AV set-up, monitoring and cleanup for meetings and conference rooms
• Distributing incoming mail and handling outgoing USPS and FedEx packages
• Placing catering orders for all Firm meetings liaise with Administrative Support Team as needed
• Coordinating with the Administrative Support Team as needed to ensure seamless client service is provided to all employees
• Reconciling catering invoices and submitting for Manager approval
• Invoice management / tracking via Workday and Admin Invoice Tracker
• Ordering and stocking office and kitchen supplies. Review supply invoices and verify accuracy for payment. Log expenses in invoice tracking system.
• Maintaining organized inventory of supplies and toners
• Restocking office supplies in kitchen, copy rooms, meeting and common areas as needed
• Monitoring office space and common areas to report necessary repairs / cleaning
• Providing copier and printer maintenance. Calling for service as needed and logging all equipment issues.
• Coordinating and monitoring on site vendors such as HVAC and building engineers
• Running local errands in Huntersville as needed
• Supporting ad-hoc projects as needed

• Bachelor’s degree required
• Professional experience related to Reception, Concierge and / or Customer Services required, within a corporate office setting preferred
• Demonstrates problem-solving, organizational and time management skills
• Ability to proactively handle changing demands in fast-paced environment with strong multi-tasking skills
• Confident, outgoing, professional, upbeat demeanor and phone voice
• Strong verbal and written communication skills and professional presentation
• Punctual, thorough, meticulous and highly accurate
• Collaborative and a “no task is too small” demeanor
• Ability to maintain confidentiality in all aspects of job responsibilities
• Strong work ethic, flexible with regards to work hours
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Experience using Microsoft Suite (Outlook, Excel, PowerPoint), CRM, SharePoint and Workday is a plus