Front Desk Coordinator

AssuredPartners • Harrisburg, PA

262d

About The Position

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.

Requirements

• High School diploma or equivalent.
• 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.

Responsibilities

• 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.
• 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.

Benefits

• 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 5 affordable medical plan options, 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 fitness wellness goals with up to 75% off at over 11,000 gyms and fitness centers.
• 24/7 access to licensed therapists for mental health support.
• Pet benefits & discounts.
• Access to Employee-led Resource Groups (ERGs).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED