Receptionist

Position: Receptionist
Location: Tampa, FL
Type: Full-Time

Calton & Associates Overview

Calton & Associates is one of the nation’s long-standing broker-dealers, RIA and Insurance Agencies servicing independent financial advisors. Founded in 1987, Calton & Associates has built a solid foundation for supporting independent financial advisors and the growth of their business. Through a comprehensive range of financial products and services, Calton & Associates helps advisors pursue the appropriate financial solutions to support clients’ needs. With over 350 advisors and 100 offices nationwide Calton & Associates is a family friendly broker-dealer for quality advisors who want independence along with support to grow their business.

Job Description

Calton & Associates is looking for a highly motivated Receptionist to support our broker-dealer, RIA and Insurance agency. As a Receptionist, you will be the first point of contact for our company. Our Receptionist’s duties include offering administrative support across the organization. You will welcome guests and greet people who visit the business. You will also coordinate front-desk activities, including distributing correspondence and redirecting phone calls.

To be successful as a Receptionist, you should have a pleasant personality, as this is also a customer service role. Multitasking and stress management skills are essential for this position.

Responsibilities

  • Greet and welcome guests as soon as they arrive at the office
  • Direct visitors to the appropriate person and office
  • Answer, screen and forward incoming phone calls
  • Ensure reception area is tidy and presentable, with all necessary stationery and
    material (e.g. pens, forms and brochures)
  • Provide basic and accurate information in-person and via phone/email
  • Receive, sort and distribute daily mail/deliveries
  • Maintain office security by following safety procedures and controlling access
    via the reception desk (monitor logbook, issue visitor badges)
  • Order front office supplies and keep inventory of stock
  • Update calendars and schedule meetings
  • Arrange travel and accommodations, and prepare vouchers
  • Perform other clerical receptionist duties such as filing, photocopying,
    transcribing, faxing and assisting with company conferences

Requirements

  • Proven work experience as a Receptionist, Front Office Representative or similar
    role
  • Proficiency in the Microsoft Office Suite
  • Hands-on experience with office equipment (e.g. fax machines and printers)
  • Professional attitude and appearance
  • Solid written and verbal communication skills
  • Ability to be resourceful and proactive when issues arise
  • Excellent organizational skills
  • Multitasking and time-management skills, with the ability to prioritize tasks
  • Customer service attitude
  • High school degree; additional certification in Office Management is a plus

Qualifications

  • Knowledge of broker-dealer operations preferred
  • Strong attention to detail
  • Highly organized
  • Ability to multitask efficiently and effectively
  • Strong verbal and written communication skills

Compensation and Benefits

  • Hourly Rate
  • Company Profit Sharing Plan Bonus
  • Company 401K and Matching Program
  • Medical Coverage
  • Dental Coverage
  • Life Insurance Coverage

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