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. Responsibilities: • 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: We’re looking for those who: • 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. • Holds Bachelor’s degree in Business Administration or a related field, 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: $45,000 - $60,000

• 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.