Job Details
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):
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
- 10% Employer 401k match up to 5% of salary once eligible to participate.
- Potential for Annual Variable Compensation and Bonuses.
- Employer Licensing Coverage and Growth Opportunities.