Receptionist, Part-time

Role Summary: The Receptionist is a polished, dependable professional to serve as the first point of contact for clients, partners, and guests at our investment management firm. This is a part-time position working Monday through Thursday, 9:00 AM – 3:00 PM, with the opportunity for additional hours as needs arise. This role is central to the experience we deliver. Our clients have trusted us with their financial futures, and the welcome they receive at our front door should reflect that trust from the first moment.

Key Responsibilities: Greet and welcome all visitors with warmth, professionalism, and attentiveness Manage incoming calls, route inquiries, and take accurate messages Coordinate conference room scheduling and prepare meeting spaces for client visits Handle incoming and outgoing mail, packages, and deliveries Maintain a clean, organized, and professional reception area at all times and assist with maintaining the same standard for all common areas as needed Support administrative staff with light office tasks as needed Assist with preparation for events or meetings Produce professional-quality printed materials by confirming specifications, selecting appropriate paper and supplies, configuring specialty printer settings, binding materials as needed, reviewing output for quality and accuracy, and troubleshooting printing issues Uphold confidentiality standards appropriate to a financial services environment Required Qualifications Prior experience in a professional office or corporate environment required; financial services, legal, or executive office experience a plus Strong verbal and written communication skills Demonstrated customer service or client-facing experience in a professional or service environment Proficiency with basic office technology, including email, Microsoft Office, and phone systems Professional appearance and demeanor consistent with a client-facing financial services setting High school diploma or equivalent required Preferred Qualifications Associate's or bachelor's degree, or equivalent professional experience preferred Familiarity with scheduling or calendar tools such as Outlook or Google Calendar preferred Experience handling sensitive or confidential information preferred What We're Looking For A naturally hospitable, composed presence — you set the tone for every visit Exceptional reliability; punctuality and consistency are essential in this role Discretion and good judgment when handling sensitive client information We welcome candidates making a thoughtful career pivot, provided they bring relevant professional experience and a genuine commitment to excellence in a client-facing role Physical Requirements Ability to lift and carry equipment or supplies weighing up to 50 pounds. Ability to stand, bend, kneel, reach, and work around office equipment. Ability to use hand tools and handle small mechanical components.

Additional Requirements: As a boutique investment management firm, we maintain a high standard of discretion and client confidentiality. The following are conditions of employment: Execution of a Non-Disclosure and Confidentiality Agreement prior to start date Successful completion of a background check Satisfactory professional references Must be authorized to work in the United States; this position is not eligible for visa sponsorship Schedule & Compensation Part-time: Monday – Thursday, 9:00 AM – 3:00 PM (24 hours/week) Additional hours available based on firm needs and mutual interest $22–$25 per hour, commensurate with experience EMPLOYMENT AUTHORIZATION At this time, Strategic Investment Group is unable to provide new employment-based immigration sponsorship for this position. Applicants must be authorized to work in the United States without requiring new employer-sponsored work authorization now or in the future. Strategic is committed to a policy of equal employment opportunity. We will not discriminate against staff members or applicants for employment on any legally-recognized basis including, but not limited to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, physical or mental disability, age or veteran status.