Receptionist

Job overview

The Receptionist role is onsite in 00926, PR; compensation is not specified. The position supports a wealth management and retirement plans firm, serving as a first point of contact for clients, visitors, and business partners. The role helps deliver a professional client experience while supporting office administration and operations through calls, appointments, records, client documents, and follow-up coordination.

What you'll do

• Handle client calls in English and Spanish
• respond to inquiries
• welcome visitors and vendors
• assist with client contracts and documentation
• schedule appointments and meetings
• maintain client records
• support client onboarding and servicing
• coordinate document collection and follow-ups
• handle sensitive information discreetly
• assist with administrative tasks.

What we're looking for

Skills & competencies

receptionist

customer service

administrative support

client communications

appointment scheduling

client records

financial services

wealth management

retirement plans

agc consulting

Work arrangement

• Weekend coverage required

Why this role

Bilingual English and Spanish skills are sought; intermediate English proficiency is required.

About the employer

AGC Consulting is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.