Receptionist

Chartwell Investment Partners

Receive and direct visitors
Handle incoming and outgoing mail
Process money movement of funds
Receives and directs visitors and telephone calls, sorts, screens and distributes incoming and outgoing mail

Job Summary

  • Receives and directs visitors and telephone calls, sorts, screens and distributes incoming and outgoing mail.
  • Processes money movement of funds, disbursements and check delivery, and securities transactions according to compliance requirements.
  • Supports client onboarding and provides general administrative support to branch management, including audit preparation.

Matching Summary

Receives and directs visitors and telephone calls, sorts, screens and distributes incoming and outgoing mail.

Skills & Requirements

Must-have

  • Receive and direct visitors
  • Handle incoming and outgoing mail
  • Process money movement of funds
  • Process securities transactions
  • Maintain compliance documentation

Nice-to-have

  • Client-first focus
  • Integrity and independence
  • Long-term view
  • Authentic self expression

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience preferred
  • General Experience 7-12 months

Work Rights

Not specified

Tailored Resume

Cover Letter