Front Desk Associate

Front Desk Associate

The Front Desk Associate is the first point of contact for Bartlett Wealth Management telephone calls, clients, and visitors. This role is responsible for answering telephones, directing calls, and greeting visitors. In addition, this individual assists with various clerical and administrative duties.

Receptionist duties:

• 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.

Administrative duties:

• 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.