Front Desk Coordinator

Overview

We are seeking a highly organized and detail-oriented Front Desk Coordinator to support our office operations and financial advisors. This role combines receptionist duties with administrative support, ensuring a smooth and efficient workplace. The ideal candidate will have excellent customer service skills, proficiency in Microsoft Office applications, and the ability to multitask in a fast-paced environment.

The Ideal Candidate

• As the first line of contact for our clients, you are a proactive and organized professional who thrives in a supportive role while maintaining confidentiality and accuracy.
• You have strong customer service skills and interpersonal skills to interact professionally with clients and team members.
• You are a problems solver and have the ability to work independently and collaboratively in a fast-paced environment.

If this sounds like you, we invite you to keep reading and apply!

What You'll Do

Please note that the duties below can vary based on the workflow of your local office.

Reception & Office Management:

• Answer and direct incoming calls to the appropriate person.
• Welcome visitors and manage meeting room reservations.
• Process and distribute accordingly all incoming and outgoing UPS and FedEx shipments, mail, and faxes.
• Monitor office equipment and office supplies; inventory and place orders as needed.

Administrative Support:

• Assist financial advisors with client support and administrative tasks.
• Accurately prepare new account applications and perform client account maintenance.
• Monitor and follow up on account setup, funding, and service requests in a timely manner.
• Maintain and update client records in the Redtail CRM system, including scanning and filing documents.
• Provide general administrative support such as scanning, organizing, binding, filing, etc.

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Generous 30 Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

What You'll Need

• High School diploma or equivalent, along with a minimum of 1-2 years of experience in a customer service role and/or working in an office environment
• Proficiency in Microsoft Outlook, Word, and Excel
• Strong attention to detail and ability to handle confidential information
• Ability to multitask and prioritize tasks effectively
• Background check and fingerprinting required
• This role reports full-time on site at our Harrisburg, Pennsylvania office 

Grow, with us

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!