Wealth Management Specialist, Sr. jobs in Maine

Job Summary:

As our Receptionist, you will be the first point of contact for clients, guests, and callers in a dynamic shared space housing six businesses under the J.M. Arbour umbrella. Your warm and professional demeanor will set the tone for a positive experience at J.M. Arbour and its affiliated enterprises. You will play a pivotal role in maintaining the efficiency and organization of our shared office, ensuring that clients and colleagues from various businesses receive exceptional service while fostering a collaborative atmosphere.

Key Responsibilities:

Reception and Guest Services:

• Welcome guests and notify the appropriate staff of their arrival.
• Provide general hospitality for incoming guests (coats, refreshments, navigation).
• Answer phones, screens, and direct calls.
• Monitor all JMA voicemails.
• Notify entities of scheduling changes with their own clients.
• Monitor and distribute JMA email communication (once implemented).
• Manage three conference rooms.

Event Support:

• Document RSVPs for JMA events.
• Make reminder calls to ensure successful event attendance.
• Prepare workshop or event packets as needed.
• Implement event playbook checklists as appropriate.

Clerical Duties:

• Sort and distribute incoming mail.
• Process outgoing mail, including letters and packages.
• Oversee and update conference room calendars.
• Maintain email lists.
• Send greeting cards on special occasions.
• Order flowers and gifts for various occasions.
• Scan documents.
• Other tasks as assigned by the supervisor.

Equipment, Supplies, and Facilities Management:

• Stock and maintain printer room supplies.
• Coordinate printer servicing as needed.
• Order office supplies, janitorial supplies, and hospitality items as needed.
• Organize and maintain the supply room.
• Keep the reception area tidy and report any needed repairs.
• Help to ensure a safe entryway into the building.
• Ensure cleanliness and organization of public areas, including the kitchen, meeting rooms, restrooms, and entryway.

Qualifications:

• High school diploma or equivalent.
• Previous experience in a receptionist or administrative role is preferred.
• Exceptional customer service skills with a welcoming and professional demeanor.
• Strong verbal and written communication skills.
• Proficiency in using office equipment and computer software (MS Office Suite, email, Gmail Suite, CRM systems, calendar applications).
• Excellent organizational and multitasking abilities.
• Attention to detail and a commitment to maintaining a neat and organized workspace.
• Ability to handle sensitive and confidential information with discretion.

Benefits:

• Competitive salary
• Generous PTO
• 10 paid holidays per year
• 401(k) plan
• A supportive and collaborative team environment

Directly reports to JMA Portfolio Administrator.

Office hours are 8:30 AM - 5:00 PM, Monday through Friday.

If you're excited to be the friendly face of J.M. Arbour and play a vital role in our mission to empower clients to achieve financial success, we'd love to hear from you. Please submit your resume and cover letter outlining your qualifications and experience to devon@jmarbour.com.

J.M. Arbour is an equal opportunity employer and welcomes candidates from all backgrounds to apply.

*Note: Job responsibilities and qualifications may evolve with the organization's needs. The above description represents the primary responsibilities and qualifications for this role at the time of posting, but they are subject to change as the organization deems necessary.

Job Type: Full-time

Pay: $35,000.00 - $40,000.00 per year

Benefits:

• 401(k)
• Paid time off

Schedule:

• 8 hour shift

Experience:

• Customer service: 1 year (Required)

Work Location: In person