Bartlett Wealth Management · 1 day ago
Front Desk Associate
Cincinnati, Ohio, United States
Full-time
Onsite
New Grad, Entry LevelBartlett Wealth Management is a financial services firm, and they are seeking a Front Desk Associate to serve as the first point of contact for clients and visitors. This role involves managing phone calls, greeting clients, and performing various clerical and administrative duties.
ConsultingCrowdfundingFinancial Services
Responsibilities
Answer and direct incoming telephone calls and take messages when necessary
Greet clients and other visitors, escorting them to assigned conference room and providing refreshments upon request. Notify appropriate employees of guest’s arrival. Follow up as appropriate if visitor(s) continue to wait too long
When appropriate, validate client/visitor parking
Greet delivery, mail, and messenger personnel, accept mail and deliveries, and notify appropriate employees of arrival
Maintain office environment – contact building management via service portal to handle heating and air conditioning issues, burned out light bulbs, and cleaning services when needed
Relay building management announcements and notices to office employees
Maintain conference rooms and the appearance of the lobby
Train new switchboard group members
Manage and maintain the switchboard coverage calendar/schedule
Bind presentations and sending out notifications to the recipients when completed
Provide administrative and clerical support to client service team, including assistance with bulk mailings – insert, stuff and label envelopes
Assist Controller and CCO with auditing. Retrieving documents from Laserfiche
Upload accounts payable documents into Laserfiche – invoices, vendor contracts, and sponsorship information
Back-up to Office Administrator – restocking supplies for the kitchen (paper products, snacks, soda, coffee, etc.), start and empty dishwasher, clean refrigerators, maintain a clean and organized kitchen
Back up to Office Administrator for client gift purchases
Qualification
Required
Answer and direct incoming telephone calls and take messages when necessary
Greet clients and other visitors, escorting them to assigned conference room and providing refreshments upon request
Notify appropriate employees of guest's arrival
Follow up as appropriate if visitor(s) continue to wait too long
When appropriate, validate client/visitor parking
Greet delivery, mail, and messenger personnel, accept mail and deliveries, and notify appropriate employees of arrival
Maintain office environment – contact building management via service portal to handle heating and air conditioning issues, burned out light bulbs, and cleaning services when needed
Relay building management announcements and notices to office employees
Maintain conference rooms and the appearance of the lobby
Train new switchboard group members
Manage and maintain the switchboard coverage calendar/schedule
Bind presentations and sending out notifications to the recipients when completed
Provide administrative and clerical support to client service team, including assistance with bulk mailings – insert, stuff and label envelopes
Assist Controller and CCO with auditing. Retrieving documents from Laserfiche
Upload accounts payable documents into Laserfiche – invoices, vendor contracts, and sponsorship information
Back-up to Office Administrator – restocking supplies for the kitchen (paper products, snacks, soda, coffee, etc.), start and empty dishwasher, clean refrigerators, maintain a clean and organized kitchen
Back up to Office Administrator for client gift purchases
Company
Bartlett Wealth Management
Bartlett Wealth Management is an investment management company specializing in financial and investment advisory services.
Founded in 1898
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
James Hagerty
Wealth Advisor, Principal
Kelley Downing
Retired
Recent News
2025-06-05
Louisville Business First
2025-02-21
Louisville Business First
2025-01-06
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