Receptionist & Client Care SpecialistIrving Financial Group

We are seeking a friendly, organized, and dependable individual to join our team as a receptionist and client care specialist. This is a key role in helping us deliver an exceptional client experience and keeping our office running smoothly. The position is part-time (Monday through Friday, approximately 9am to 3pm), but we are open to full-time hours for the right candidate who demonstrates the skills, attitude, and initiative to grow with us.

• Answer incoming phone calls, respond to text messages, and manage email communications
• Schedule and confirm appointments with clients
• Greet guests in person with professionalism and warmth, ensuring a welcoming environment
• Handle daily mail, package deliveries, and outgoing correspondence
• Coordinate thoughtful client care, including sending birthday cards and gifts for special occasions
• Order and manage office supplies, ensuring inventory is maintained
• Maintain the appearance and readiness of the lobby and conference room
• Provide consistently prompt, friendly, and high-quality client service
• Assist team members with a variety of administrative and support tasks as needed
• Participate in planning and executing client appreciation events

• Highly proficient with technology and quick to learn and adapt to new software and systems
• Amiable, level-headed, teachable, and service-minded
• Highly organized and dependable, with strong attention to detail
• Self-motivated and able to manage time and tasks effectively
• Strong follow-through to ensure tasks are completed fully and on time
• Willing to take initiative and adaptable to changes in routine or workflow
• A team player who is eager to help and support others
• Excellent verbal and written communication skills
• Professional appearance and positive attitude

We are a small, family-owned professional financial firm. Our staff and many of our clients come from a conservative background, and our office culture reflects those values. We strive to maintain a professional, respectful, and service-oriented environment. We’re looking for someone who will thrive, excel and actively contribute in that environment. Modest, conservative, and professional dress is part of our standard, and we ask that all team members reflect that in their appearance. If you take pride in being helpful, dependable, and warm, and you enjoy being part of a team that values integrity, care, and excellence, we’d love to hear from you!