Receptionist
$37,440–$45,760 year
On-site · Asheville, North Carolina, United States or Hendersonville, North Carolina, United States
Job Summary
Receptionist at Trailhead Financial Group in Asheville/Hendersonville, serving as the first face clients encounter. Provides client and guest services, supports multiple advisors, maintains office operations, and assists Executive Assistant and Marketing Director. Key duties include welcoming clients, coordinating calendars, routing calls and mail, drafting emails, organizing and filing documents, supporting social media content, and representing the firm at events. Requires strong interpersonal and communication skills, professional appearance, and the ability to manage multiple priorities in a client-facing financial services environment. Notary preferred or willing to obtain within 90 days; occasional travel and mandatory 6-week in-person training at Hendersonville, with ongoing secondary location in Hendersonville and Asheville.
Required Qualifications
- Excellent interpersonal and communication skills, written and verbal
- Professional, polished appearance and demeanor suitable for client-facing financial services
- Strong organizational skills with ability to manage multiple priorities
- Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and comfort with technology
- Reliable, punctual, and detail-oriented with proactive problem-solving
- Prior experience in receptionist, front-desk, or administrative support roles
- Familiarity with financial services, wealth management, or professional services environments (preferred)
- Experience with calendar management tools and CRM platforms (preferred)
- Social media literacy for light content posting support (preferred)
- Notary Public preferred (or willing to obtain within 90 days)
- Background verification and fingerprints as part of onboarding process
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