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Receptionist

Davenport & Company LLC•Virginia Beach, VA
•$38,000 - $44,000•Onsite
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About The Position

Davenport’s Virginia Beach 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. This includes managing incoming calls, scheduling meetings, maintaining client records, preparing, and processing paperwork, handling correspondence, and supporting branch daily office operation; Ensuring accurate data entry, filing, document management, mail distribution, and office organization while maintaining confidentiality of sensitive client information; And providing exceptional client service and contributes to the efficient operation of the office through strong organizational, communication, and multitasking skills.

Requirements

  • 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

Nice To Haves

  • Interest in the Financial Services industry a plus

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
  • Assisting with general office administration and client support activities

Benefits

  • safe harbor 401(k) contribution
  • profit sharing plan
  • disability and life insurance
  • high deductible health plan with an HSA
  • Paid Time Off
  • elective dental benefits
  • wellness programs
  • company sponsored volunteer opportunities during business hours

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

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