WestPoint Financial Group is seeking a Part-Time Receptionist/Site Manager to join our Lisle, IL office. 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.
The ideal candidate will be detail-oriented, thorough and accountable, proactive, and exhibit superior communication and prioritization skills. The successful candidate must be collaboration-minded and possess strong interpersonal skills.
This position is responsible for front office operations, including reception, and operates in the office Monday through Thursday, 8:30 am - 3:00 pm, and Fridays, 9:00 am - 2:00 pm.
Responsibilities: Reception/Office
- Greet and announce firm visitors in a friendly, welcoming manner
- Answer incoming calls and direct to appropriate party
- Maintain break room and schedule conference rooms
- Establish building access for new advisors, sales assistants, WPFG personnel and guests
- Prepare Welcome packets and prepare assigned workspace for new associates
- Provide telephone and voicemail training to new firm personnel
- Open and close the office at stated business hours (as applicable)
- Sort and Distribute incoming mail including US mail, UPS, and FedEx
- Sign for, receive, and distribute packages delivered to firm
- Maintain office machinery and supplies including postage meter, photocopier, and other office machines
- Notify building management of maintenance requests
- Maintain firm lists for various departments
- Assist with vendor management
- Ensure day to day operations are prioritized according to client and advisor needs and deadlines
- Participate in the operations department monthly meetings
- Participate in the operations department goals and projects
- Responsibilities may be added at the manager's discretion
Position Requirements: - High school diploma or equivalent
- Associate or Bachelor's degree preferred
- Proficient in Microsoft Office
- Excellent telephone skills
- Strong interpersonal communication, organizational and multi-tasking skills
- Diplomacy
- Must be detail-oriented and proactive
- 1+ years administrative experience
- 1+ years insurance experience (preferred)
Salary: $19-23/hr