The Well

Full-time | In office, Monday–Friday | $60,000–$70,000+, based on experience At our growing financial services firm, the front desk is the most important seat in the office. We're looking for a polished, experienced professional to join our two-person front office team. You'll make every visitor feel seen and cared for, and you'll keep the office running smoothly behind the scenes. Run the phones. Schedule and confirm follow-up appointments and annual reviews for clients who have visited the office. Keep our CRM accurate. Enter client information and seminar intake sheets into our CRM (Lead Center) promptly and carefully. Prepare client materials. Own the front office. Keep the reception area and conference rooms spotless and guest-ready. Work with the other front office team member so the front desk is covered at all times, including breaks, PTO and busy seminar seasons. A strong communicator in person and on the phone. 3+ years of professional experience in a front office,...