Job Description
Job Description
WestPoint Financial Group is seeking a Receptionist / Office Manager to join their Indianapolis, IN office.
WestPoint Financial Group, a financial services firm, is looking for a receptionist to support the seamless operation of the firm's reception area, conference rooms, mail and kitchen areas, and to assist with various administrative tasks as requested.
This is an entry-level position, ideal for candidates with relevant work experience and who demonstrate appropriate professional demeanor in a busy office environment.
The successful candidate must be detail-oriented, skilled in multi-tasking, focused on customer service and a team player.
Our associates are vibrant, high-energy professionals who put their clients first. Teamwork, idea sharing and healthy competition set our firm apart from others in the industry.
We are a growing firm committed to the long-term success of our associates.
At WestPoint, we believe our culture of genuinely caring about people is our special sauce. We are good people that are defined by excellence.
We work together to be next level in all that we do. We are inclusive, we are welcoming, we are modern.
This position is Full-Time, Monday through Friday, in the office.
Responsibilities :
- Greet and announce visitors in a friendly, welcoming manner;
- Answer incoming calls and direct to the appropriate party;
- Maintain coffee bar and lobby;
- Maintain break room;
- Schedule conference rooms as requested;
- Notify building management of maintenance requests;
- Distribute incoming mail and packages (both USPS and UPS);
- Post agency outgoing mail and prepare UPS packages daily;
- Prepare and send brokerage and any district / detached mail as appropriate;
- Maintain office machinery and supplies (including postage meter and photocopier);
- Order and track all office supplies and marketing materials;
- Track agent / agency charges utilizing appropriate spreadsheets
- Process basic customer service requests including address changes and form distribution;
- Print and assemble life and disability policies;
- Work with WPFG personnel in coordination of tasks; and
- Various administrative duties as assigned
Qualifications :
- Proficiency in Microsoft Office
- Excellent telephone skills
- Strong interpersonal communication, organizational and multi-tasking skills
- Must be detail-oriented and proactive
Salary : Negotiable
Benefits : Medical / Dental / Vision, Life, STD / LTD, 401(k), Paid Time Off and Paid Holidays
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