About Us

At The Musuneggi Financial Group, we believe financial planning should be personal, purposeful, and powerful. For over 40 years, we’ve helped individuals, families, and business owners take control of their financial futures with customized, comprehensive strategies. As a multi-generational firm, we pride ourselves on trust, long-term relationships, and a strong sense of community—inside and outside our office.

We’re currently looking for a warm, highly organized, and proactive Receptionist & Office Coordinator to join our team. The Receptionist offers the first impression for new clients and those visiting the office for the first time. This is a key position responsible for managing the front office, supporting day-to-day operations, and ensuring a welcoming and seamless experience for our clients and staff.

Key Responsibilities

Client Experience & Front Office

• Greet clients and visitors with a professional and friendly demeanor
• Answer and direct incoming phone calls
• Handle incoming and outgoing mail, including FedEx shipments
• Coordinate client birthday cakes and sympathy gifts
• Set up new client folders and input new client information into our system

Office & Event Coordination

• Liaison to building management for maintenance and facility needs
• Order office and kitchen supplies
• Maintain organization and cleanliness of the office
• Organize food for in-office events and team lunches
• Prepare and organize items for offsite events (attendance not required)
• Assist with holiday decorations and monthly office birthday celebrations
• Work with internal staff on company swag and branded items

Administrative & Executive Support

• Manage business and personal travel arrangements for the executive team.
• Handle personal errands and tasks for executive team members as needed
• Coordinate with copier/phone service providers as necessary

Qualifications

• 2+ years of experience in a professional office setting; specifically administrative, receptionist, or office coordinator role
• Strong organizational and multitasking abilities
• Outstanding verbal and written communication skills
• Friendly, professional, and client-service oriented demeanor
• Proficiency in Microsoft Office Suite
• Ability to handle confidential information with discretion and integrity
• A proactive, can-do attitude and a team-first mindset

Why Join Us?

• Supportive and close-knit team environment
• Opportunity to make a meaningful impact on the client experience
• Competitive compensation
• Health insurance, PTO, and a company-sponsored retirement plan