Receptionist

Summary

Trailhead Financial Group (TFG) is a growing wealth advisory practice operating within Thrivent's Southeast Advisor Group. Founded by Michael Raymond, ChFC, CEPA, FIC, TFG serves clients across Western North Carolina from offices in Asheville and Hendersonville. Our team is built around a culture of excellence, integrity, and genuine service - and we're looking for someone who embodies those same values.

Position Overview

The Office Receptionist is the first face clients and guests encounter when visiting our Asheville location. This is a high-visibility, relationship-forward role that requires professionalism, warmth, and exceptional organizational instincts. You will support multiple advisors operating from the Asheville office, serve as a key operational anchor for the space, and provide administrative and communications support to our Executive Assistant and Marketing Director.

The Office Receptionist reports to and is employed by Trailhead Financial Group.

Travel & Secondary Location: Complete a mandatory 6-week in-person training program at the Hendersonville, NC office prior to full deployment . Hendersonville office serves as an ongoing secondary work location, but will work out of both Ashville and Hendersonville locations. Occasional travel may be required to support executive operations, attend conferences, or participate in firm-sponsored events

Compensation for this role is $18-22/hr dependent upon experience. PTO provided. No medical or dental benefits.

Job Description

Position Roles/Responsibilities/Accountabilities

Client & Guest Services

• Serve as the primary point of welcome for all clients and visitors to the Asheville office

• Greet and direct clients for multiple advisors in a professional, warm manner

• Represent Trailhead Financial Group as one of the recognizable faces of the organization at events and in the office

Office Operations

• Manage daily opening and closing procedures for the Asheville office

• Maintain the overall appearance, organization, and readiness of the shared office space

• Monitor advisor schedules and calendars - proactively flag conflicts, gaps, or scheduling concerns to leadership (scheduling decisions remain with the advisor team)

Communications & Administrative Support

• Answer and professionally route all inbound calls

• Make outbound calls as directed by the advisor team or executive assistant

• Receive, sort, and distribute incoming mail

• Scan and digitally file documents with accuracy and attention to detail

• Draft, format, and send emails on behalf of the team as requested

Executive & Marketing Support

• Support Executive Assistant with administrative tasks and serve as coverage during her absence

• Assist Marketing Director with social media posting and content coordination as needed

• Represent TFG at select company events and client-facing functions

Position Qualifications

• Exceptional interpersonal and communication skills - both written and verbal

• Professional, polished appearance and demeanor consistent with a client-facing financial services environment

• Strong organizational skills with the ability to manage multiple priorities simultaneously

• Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and general comfort with technology

• Reliable, punctual, and detail-oriented with a proactive approach to problem-solving

• Prior experience in a receptionist, front-desk, or administrative support role

• Familiarity with financial services, wealth management, or professional services environments (preferred)

• Experience with calendar management tools and CRM platforms (preferred)

• Social media literacy (LinkedIn, Facebook, Instagram) for light content posting support (preffred)

• Notary Public preferred (or willing to obtain in first 90-days of employment)

Competencies

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the TFG
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of TFG's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.