Receptionist Job Description

Covenant Wealth Strategies is currently looking for a Receptionist to join our team! Our desire is to form long-lasting and mutually beneficial relationships amongst team members, clients, and the community.

Covenant Wealth Strategies’ competitive incentive package includes a base salary, bonus opportunities, healthcare, 401K, paid time off, paid holidays and allowance for professional development.

The Receptionist will be working closely with all members of the Covenant Wealth Strategies team to provide proactive concierge service and excellent support. This position is an exempt full-time role with a minimum of 40 hours per work week, which may require occasional evening availability as needed.


Scheduling & CRM

  • Manage the advisor’s calendars by planning and scheduling client strategy sessions.
  • Monitor calendar conflicts and communicate effectively with the team.
  • Be comfortable with technology to utilize reports and information in the CRM (Redtail) for scheduling purposes, along with the scheduling software, OnceHub.
  • Create user profiles in Redtail by entering accurate details.
  • Reconcile data in the CRM to complete missing fields.
  • Utilize workflows in Redtail.
  • Set-up meeting rooms and Zoom sessions for client and team meetings.
  • Organize and add advisor CopyTalk notes in Redtail.


  • Assist with opening the office.
  • Act as primary on answering the phones.
  • Sort and distribute mail.
  • Manage the monthly client birthday card process.
  • Monitor monthly client fees and work in collaboration with LPL Financial.
  • Assist with travel arrangements as needed.
  • Provide general operational support including: data entry, mailing, emailing, scanning, uploading documents, answering phones and setting-up meeting space.
  • Develop and maintain written systems of business activities on an ongoing basis.
  • Assist other staff with client-related tasks as needed.
  • Support our compliance team with preparing and processing F450s.
  • Assemble presentation materials, including client preps for strategy sessions.


  • Build relationships and rapport with clients by “KYC” (Know Your Client).
  • Identify opportunities to make clients and team members feel special (cards, gifts etc.) by participating on our client experience team.
  • Process incoming checks.
  • Greet and welcome clients through a personalized approach.

Professional Development

  • Increase job knowledge by participating in educational opportunities, reading professional publications, reviewing LPL-created podcasts, etc.

Special Projects

  • Maintain certifications, licenses, and designations for our licensed staff.
  • Assume responsibility for the successful completion of other tasks outside of the formal job description.

Knowledge, Skills & Qualifications:

  • Knowledge of or interest in the securities industry’s rules & regulations.
  • Undergraduate college degree in Finance, Business, or comparable work experience.
  • Ability to understand and use Microsoft Excel, Word and PowerPoint.
  • Experience with Redtail and E-money are a plus.
  • Excellent organizational and time management skills including the ability to manage multiple tasks with a high attention to detail and follow-through.
  • Strong analytical and problem-solving skills.
  • Experience managing highly confidential information.

Professional Attributes:

  • Commitment to providing extraordinary proactive concierge service and desire to assume additional responsibilities.
  • Strong written and oral communication skills.
  • Strong desire for learning and continuous professional development.
  • Strong interpersonal skills and ability to work effectively with different personalities, including the CEO, team members and clients.
  • Respectful, enthusiastic and positive attitude.
  • Commitment to the firm’s growth strategy and goals.
  • Professional presentation and demeanor.
  • Confidence in professional aptitude.
  • Flexibility and willingness to serve the needs of others.
  • High attention to detail.
  • Commitment to confidentiality.

Career Growth Opportunity:

The career advancement track may include joining additional internal teams to support Covenant’s mission. Position advancement would require the successful completion of the SIE, Series 6 & 63 exams, as well as commitment to continued professional development, including the achievement of mutually agreed professional designations and goals.

About Covenant Wealth Strategies

Covenant offers comprehensive financial planning and investment strategies. We work with clients of all different backgrounds to guide them in making informed financial decisions to positively impact their lives and the world in which they live. The team at Covenant works with a variety of clients including individuals, families, business owners and executives. We believe that all aspects of your life, including your financial life, can be aligned with your individual values.