Secretary/Receptionist

Overview
We are seeking a dedicated and organized Receptionist/Secretary to join our team. The ideal candidate will be the first point of contact for our clients and visitors, providing exceptional customer service while managing administrative tasks efficiently. This role requires a background check, fingerprinting, securities disclosure, excellent time management skills and financial services/insurance experience is a plus.

Responsibilities

• Greet and assist clients and visitors in a professional manner.
• Manage incoming phone calls and direct them to the appropriate personnel.
• Perform data entry tasks accurately and maintain organized filing systems.
• Schedule appointments, events and manage calendars for staff members.
• Utilize computer systems to manage records and documentation effectively.
• Assist with administrative tasks such as typing correspondence, reports, research, emails and provide event support as needed.

Experience

• Proven experience as a receptionist or in a similar administrative role is preferred.
• Familiarity with phone systems and office equipment is essential.
• Proficient in Outlook, MS Word, MS Excel data entry and Adobe PDF management
• Strong time management skills with the ability to prioritize tasks effectively.
• Comfortable communicating with a diverse clientele.
• Experience in a financial services or insurance environment is ideal

Join our team and contribute to creating a welcoming environment while ensuring smooth administrative operations!

Job Types: Full-time, Part-time

Pay: $55,000.00 - $64,000.00 per year

Expected hours: 35 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift

Education:

• Associate (Required)

Ability to Commute:

• El Segundo, CA 90245 (Required)

Ability to Relocate:

• El Segundo, CA 90245: Relocate before starting work (Preferred)

Work Location: In person

Salary : $55,000 - $64,000