What are the responsibilities and job description for the Receptionist - Security Financial Management position at Kestra Holdings?
Security Financial Management is a top-tier holistic financial planning and wealth management, with a four-decade legacy and 1,000 client relationships. With 5 locations across Florida, we're committed to helping clients build brighter futures, make data-driven decisions, and thrive financially. We understand our success is your success, and success is no accident!
General Purpose
As the Receptionist at Security Financial Management, you are the first face to great our clients and visitors in person and via phone. You will attend to visitors and address inquiries on the phone as well as face to face in a professional manner. The Receptionist is responsible for communicating information regarding the organization to the general public, clients and guests and maintaining a smooth office workflow.
Main Job Tasks, Duties and Responsibilities
- Answer telephone, take and relay messages, and provide information to callers
- Greet and direct guests entering organization
- Deal with queries from the public and customers
- Knowledgeable of staff movements in and out of organization daily
- Monitor visitor access and maintain security awareness
- Provide general administrative and clerical support
- Prepare correspondence and documents
- Receive and sort mail and deliveries
- Maintain online appointment calendar by scheduling appointments, organize conference and meeting room bookings, coordinate meetings and organize catering
- Monitor and maintain office equipment, control office supply and breakroom inventory, and tidy and maintain the reception and all common areas
- Initiate onboarding of new vendors into the Accounts Payable system. Track and approve incoming invoices for accuracy and forward to Accounts Payable Department in a timely manner
Education and Experience
Key Competencies
BENEFITS :
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE :
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements :
KESTRA VALUES :
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values : SERVE, MAKE IT HAPPEN, and ONE TEAM.
