Receptionist

Overview

Davenport’s Fredericksburg Branch is seeking a full-time Receptionist. The ideal candidate serves as the first point of contact for clients and visitors in a financial office while performing a variety of clerical, administrative, and customer service duties.

Responsibilities

• Answering and routing phone calls
• Greeting clients and visitors
• Scheduling appointments and managing calendars
• Maintaining filing systems and client records
• Performing data entry and database updates
• Preparing correspondence and reports
• Processing incoming and outgoing mail
• Scanning, copying, and organizing documents
• Ordering office supplies and maintaining inventory
• Aiding with general office administration and client support activities

Qualifications

• Professional demeanor
• Strong organizational skills and attention to detail
• Excellent communication and customer service skills
• Proficiency in Microsoft Outlook, Word, and Excel
• Ability to learn and master computer programs that house customer data
• Basic bookkeeping skills and record keeping ability
• Ability to understand and adhere to industry rules and regulations
• Interest in the Financial Services industry (a plus)

Salary & Benefits

We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.

About the Role

The Receptionist plays a crucial role in ensuring smooth operations and excellent client service at Davenport’s Fredericksburg Branch.

Benefits

We offer a comprehensive benefits package including a safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, Paid Time Off, and elective dental benefits.

Schedule

This is a full-time position.

Pay

The salary range for this position is $42,000 - $48,500. Pay may vary based on factors such as performance, skills, experience, or work location.