Now Hiring: Hospitality Coordinator

Why The Ansardi Group?

The Ansardi Group is a reputable and rapidly growing financial advisory practice in the New Orleans Metro area that is looking to add to its dynamic team. We are a cohesive and collaborative team with a client first mindset. The Ansardi Group delivers comprehensive financial planning, tailored investment strategies and honest advice to individuals and businesses with a fiduciary standard. The Ansardi Group team comes into the office with a high energy and passionate mindset that is always striving to strengthen the client experience and enhance team operations & efficiencies. 

Key Responsibilities:

• Client Interaction:
  • Greet clients and visitors warmly, ensuring a positive first impression.
  • Answer, screen, and route incoming calls promptly and professionally.
  • Respond to client inquiries or direct them to the appropriate team member.
  • Gathering preliminary client data.
• Office Support:
  • Manage appointment scheduling and maintaining the office calendar.
  • Prepare meeting rooms, ensuring they are clean, organized, and equipped with necessary materials.
  • Handle incoming and outgoing mail and courier services.
  • Maintain and order office supplies as needed.
• Administrative Duties:
  • Assist with basic administrative tasks such as filing, data entry, and document preparation.
  • Monitor and maintain confidentiality of client information in compliance with firm policies.
• Technology Coordination:
  • Utilize office management software, CRM systems, and other tools to support scheduling and client service.

Qualifications:

• Education & Experience:
  • High school diploma or equivalent; additional certification in office administration is a plus.
  • Previous experience in a receptionist or administrative role, preferably in a financial or professional services environment.
• Skills & Attributes:
  • Excellent verbal and written communication skills.
  • Strong organizational and multitasking abilities in a fast-paced environment.
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
  • Professional demeanor with a focus on delivering exceptional client service.
• Personal Traits:
  • High level of discretion and confidentiality.
  • Ability to work independently while being a supportive team player.
  • Friendly and approachable personality with a "can-do" attitude.

Why Join Us?

• Opportunity to work in a collaborative and supportive environment.
• Competitive compensation and benefits package.
• Be part of a mission-driven team helping clients achieve their financial goals.

Application Process:
If you’re organized, personable, and thrive in a fast-paced environment, we’d love to hear from you! Please submit your resume and a brief cover letter to tray@ansardigroup.com