Office Coordinator

1 month ago


Madison, Wisconsin, United States WestPoint Financial Group Full time
Job Opportunity

WestPoint Financial Group is seeking a Part-Time Office Coordinator to support their office in Madison, Wisconsin.

The ideal candidate will be a detail-oriented and proactive individual with excellent communication skills, able to work independently and as part of a team. They will be responsible for front office operations, including reception, and will work in the office Monday through Thursday, 8:30 am - 3:00 pm, and Fridays, 8:30 am - 2:00 pm.

Responsibilities:

Reception

  • Welcoming visitors and announcing their arrival
  • Answering incoming calls and directing them to the appropriate party
  • Managing the advisor's calendar and scheduling client meetings
  • Coordinating client events

Office

  • Opening and closing the office at stated business hours
  • Sorting and distributing incoming mail, including US mail, UPS, and FedEx
  • Receiving and distributing packages
  • Maintaining office machinery and supplies, including postage meters, photocopiers, and other office equipment
  • Maintaining the office and scheduling conference rooms as needed
  • Establishing building access for new advisors, assistants, and guests
  • Providing telephone and voicemail training to new personnel
  • Notifying building management of maintenance requests
  • Assisting with vendor management
  • Ensuring day-to-day operations are prioritized according to client and advisor needs and deadlines

Requirements:

  • High school diploma or equivalent
  • Associate or Bachelor's degree, preferred
  • Proficient in Microsoft Office Suite
  • Excellent telephone skills
  • Strong interpersonal communication, organizational, and multi-tasking skills
  • Diplomacy skills
  • Must be detail-oriented and proactive
  • 1+ years of administrative experience
  • 1+ years of insurance experience, preferred
  • No immigration sponsorship available for this role

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