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Receptionist ID-11452

Summary/Objective

Capstone Financial Advisors has an immediate opening for a Receptionist.


We are a fee-only, independent Registered Investment Advisor (RIA), providing high-net-worth clients wealth management services tailored to their unique circumstances. We are also 100% employee owned.


We are looking for a friendly, professional, and organized Receptionist to join our team. As the first point of contact for clients and callers, the Receptionist will play a key role in creating a welcoming environment and ensuring smooth daily operations of the office.


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Duties and Responsibilities

  • Greet clients, guide them to conference rooms, offer refreshments, and notify the planning team
  • Answer, screen, and direct phone calls; take and forward messages
  • Schedule and coordinate meetings, calls, and conference room bookings
  • Handle incoming/outgoing mail, packages, and deliveries
  • Deposit checks
  • Perform administrative tasks (filing, data entry)
  • Provide general information to clients and guests
  • Maintain cleanliness and organization of reception and conference areas
  • Manage kitchen duties (stocking, cleaning, unloading dishwasher)
  • Assist with firm events and office operations


Required Skills and Abilities

  • Strong communication skills
  • Ability to multitask in a fast-paced environment
  • Proficiency in Microsoft Office & office equipment
  • Professional appearance and demeanor
  • Excellent organization and attention to detail


Education and Experience

  • High school diploma or equivalent
  • Previous experience as a receptionist or in a customer service role is preferred
  • Experience with ordering and managing office supplies is a plus


Benefits

  • Competitive salary
  • Bonus program
  • Paid Time Off (holidays, birthdays, community service activities)
  • Health/Insurance benefits: medical, dental, vision, life insurance, short- and long-term disability
  • Parental leave
  • 401(k) retirement plan with company contribution
  • Flexible spending account
  • On-site, health club membership


Recent Capstone Accolades*

Crain’s Chicago Business’ 2024 Best Places to Work in Chicago

InvestmentNews’ Best Places to Work for Financial Advisors for 2024

2024 Best Places to Work in Illinois


Note: This position requires working in the office five days a week and is not available as a hybrid role.



Capstone Financial Advisors is committed to fostering an inclusive and diverse environment where all individuals feel welcomed and respected. We are an Equal Opportunity Employer and encourage individuals from all backgrounds to apply. Visit us at: www.capstone-advisors.com


* Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors. Capstone Financial Advisors does not pay fees to be considered for any ranking or recognition.

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