Verdence is hiring! Receptionist
About Verdence Capital Advisors
Verdence Capital Advisors, LLC (VCA) is a $3.2 billion Registered Investment Advisor with 39 employees. Verdence provides personalized service focused on in-depth financial planning and advice serving ultra-high net worth families, business owners, entrepreneurs, executives, elite athletes, and entertainers. The firm assists families of significant wealth in effectively allocating capital through long-term planning and portfolio strategy. They also help to facilitate access to public/private alternative investments, real estate, and unique direct deal flow via idea generation, external manager selection, and due diligence. To reduce complexity for its clients, the team manages tax accountants and attorneys while facilitating asset acquisition, bill payment, and concierge services. They also advise on legacy preservation through estate planning, philanthropy, and family services such as governance, succession planning, risk management, and education of future generations.
Primary Purpose of the Position
Verdence is in search of a friendly and energetic individual to support the Verdence team and ensure a welcoming and professional environment. The candidate will be responsible for delivering a positive first impression to all visitors, preparing for and welcoming guests, managing phone traffic and mail along with other administrative tasks. The ideal candidate is communicative, exceptionally organized, has a basic understanding of administrative systems, and can multitask. This is a fantastic opportunity for a professional who thrives in a busy workplace, is organized, and is excited to collaborate with fellow team members.
Principal Responsibilities
- Serves visitors by greeting, welcoming, and directing them appropriately
- Acts as the primary controller for all incoming phone traffic
- Prepares for guests and notifies company personnel of visitor arrival
- Directs visitors by maintaining employee and department directories
- Coordination of all meeting and conference rooms
- Maintains a safe and clean reception area
- Ensures common spaces are neat and fully supplied
- Orders and maintains inventory and needed supplies
- Monitors security, virtual reception, and telecommunications systems
- Manages incoming and outgoing USPS, FedEx, UPS, etc.
- Operates telecommunication system
- Serve as a liaison between Verdence and the building manager
- Supports continuity among work teams by documenting and communicating actions, irregularities, and continuing needs
- Coordination and supervision of onboarding new Verdence team members
- Maintain logistics for scheduled employee, team, and client meals/meetings
- Vendor management with select suppliers
- Maintain and coordinate tech equipment – printers, copier, mail machine, etc.
- Special projects upon request and additional assignments as needed
Qualifications
- Bachelor’s degree is preferred but not required
- Excellent organizational skills and high attention to detail with accuracy
- Desire to join a positive team culture
- Ability to manage and prioritize multiple tasks, projects, and deadlines
- Demonstrates professionalism and verbal communication skills
- Fosters a professional and positive client experience
- Proven ability to develop and adapt to feedback
- Highly organized and able to work well in a fast-paced environment
- Familiarity with phone systems
- Previous experience with Microsoft Office software preferred
Additional Information
- Compensation plan includes:
- Competitive Salary
- Cash Bonus
- Profit Sharing Units
- Career Growth Potential/Advancement
- Team/Family Culture
- Dynamic Industry
- Employer Benefits include:
- Health
- Rx
- Vision
- Dental
- Health Savings Plan
- 401(k) Matching Program
Verdence Capital Advisors is committed to providing our employees with a comprehensive total rewards benefit program, including wellness, retirement, and quality-of-life benefits.
Submit your resume to Kevin at KCuff@verdence.com
We will invite prospective candidates to schedule a visit to our office to learn more about the position and meet our team.
Verdence Capital Advisors is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
