• Title

  • Administrative Assistant/Receptionist

    Administrative Assistant / Receptionist

    Mount Vernon, Ohio

    THE ROLE

    Full-time (35-40 hrs/week). Hours can be tailored to the candidate.

    No financial industry experience required. Our team comes from a variety of backgrounds—including retail, education, and customer service—and we value transferable skills. We warmly welcome candidates returning to the workforce after time away.

    What You’ll Do

    • Communicate with clients via phone and email
    • Answer and direct incoming calls
    • Schedule appointments
    • Greet and assist clients
    • Prepare for client meetings
    • Provide general administrative support as needed

    What We’re Looking For

    • Strong work ethic with a positive, can-do attitude
    • High attention to detail
    • Professional, client-focused approach
    • Personable, punctual, organized, and reliable
    • Comfortable learning and using new technology
    • Strong typing skills
    • A desire to make a meaningful impact on both our office and our clients’ lives
    Hourly compensation commensurate with experience.


    Why Mosaic? We pride ourselves on a supportive, team-oriented culture that values work/life balance, flexibility, meaningful client relationships, and a positive, welcoming environment. Find out more about Mosaic at www.mosaicfg.com.

    INTERESTED? LET’S CONNECT
    Been awhile since you’ve updated your resume? Don’t let that hold you back. A resume is welcome but not required. To express interest, simply contact Megan Gentille at mgentille@mosaicfg.com and share:

    1. Why you’re interested in the role
    2. Why you’d be a good fit, including any relevant experience

    We look forward to connecting!

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Mosaic Financial Group are not affiliated.

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