Receptionist
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Reports To: Administrative Assistant Duties and Responsibilities: Front Desk Operations Greet and assist clients, visitors, and vendors in a courteous and professional manner. Answer, screen, and direct incoming phone calls using a multi-line phone system. Manage the reception area to ensure a clean, organized, and professional environment. Handle incoming and outgoing mail and courier deliveries. Client and Office Support Schedule client appointments and manage the office calendar as directed. Assist with client intake by providing forms and collecting preliminary information. Maintain confidentiality and handle sensitive client information in accordance with company policies. Administrative Support Provide clerical support to the Administrative Assistant and other team members as required. Assist in preparing documents, photocopying, scanning, filing, and data entry. Help coordinate meetings and prepare meeting rooms, materials, and refreshments. Order and maintain office supplies and breakroom stock as directed. Other Duties Adhere to office protocols and procedures, ensuring compliance with company standards. Support basic operational needs of the brokerage, including record-keeping and organizing files. Participate in team meetings and contribute to process improvement discussions. Perform other tasks and duties as assigned by the Administrative Assistant. Education & Experience: High school diploma or equivalent required; additional administrative training or coursework preferred. 1-2 years of reception or administrative experience in a professional office setting, preferably in the insurance, financial, or legal sector. Skills & Competencies: Professional demeanor with strong interpersonal and communication skills. Proficient in Microsoft Office Suite (Word, Outlook, Excel). Ability to multitask, prioritize, and manage time effectively in a busy environment. Strong organizational skills and attention to detail. Dependable, punctual, and capable of handling confidential information with discretion. Please see our company Benefits: Medical, Dental, Vision Life and AD&D insurance FSA / HSA Commuter & Child Care FSA Cancer Support Benefits Pet Insurance Accident & Critical Illness Hospital Indemnity Employee Assistance Program (EAP) 11 Paid Holidays Flexible PTO 401K
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