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Receptionist

4 months ago

Sandy, United States Renaissance Financial Full time
About Renaissance Financial:

Renaissance Financial is a comprehensive financial planning firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom... one relationship at a time. Our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our employees.

The mission of the Receptionist is to demonstrate excellent professionalism and exceptional customer service to facilitate a welcoming environment for clients.

Primary Responsibilities:

  • Answer, screen and forward incoming phone calls.
  • Ensure the reception area and conference rooms are always tidy and presentable.
  • Maintain stock of necessary supplies in reception area & conference rooms.
  • Welcome clients & visitors as soon as they arrive, notify their contact person, and ensure they are comfortable while they wait for their meeting to start.
  • Manage conference room schedules and adjust meetings accordingly.
  • Oversee all aspects of daily mail and shipping activities. This includes, but is not limited to, processing all inbound & outbound mail and packages, sending faxes, troubleshooting any mail delays or issues, and generating billing reports.
  • Maintain office security protocols with visitor sign-in logs, inbound and outbound package logs, and securing locked spaces at the end of every day.
  • Assist the Operations Manager with inventory management of office supplies, coffee and mail and shipping supplies.
  • Maintain a file for vendor receipts, supply orders, packing slips and invoices.
  • Assist the Records Management department with client scanning and distribute client documents received via mail in a timely manner.
Additional duties may be assigned to meet business needs.

Essential Characteristics:
  • This position requires demonstrated professionalism and poise when working with clients and coworkers.
  • Ability to be resourceful, organized, and proactive when managing multiple priorities at the same time, both independently and with a team.
  • Solid interpersonal skills & resourcefulness when handling stressful or confidential situations.
  • Ability to interact and communicate with people at all levels of the organization.
  • Excellent written and verbal communication skills.
Desired Education, Training and Experience:
  • High School diploma
  • Two or more years of reception/office related experience
  • Experience with a multi-line phone system and fielding phone calls.
  • Working knowledge of office etiquette
Licenses and certifications preferred (to be obtained in first year):
  • None
Desired Applicable Experience:
  • Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, OneNote, Teams)
  • Company Intranet
  • Soft Phone Applications (e.g. Cisco Jabber or RingCentral)
  • Computer Systems
  • Zoom
  • Voice messaging systems
  • Faxing
  • Printer, Scanner, Copier
  • Typing of at least 50 wpm
Working Conditions:
  • This position is in-office, in a business professional environment.
  • Standard 40-hour work week (8 am - 5 pm, with a 1-hour unpaid lunch break)
  • Overtime hours and travel may be required.
Benefits and Incentives:
  • Employer Paid Medical Insurance
  • Generous employer contributions of up to 10% of team member eligible compensation annually.
  • Potential for Annual Variable Compensation and Bonuses.
  • Employer Licensing Coverage and Growth Opportunities.