Receptionist

About Renaissance Financial

Renaissance Financial is a comprehensive financial planning firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. Our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our employees.

The mission of the Receptionist is to demonstrate excellent professionalism and exceptional customer service to facilitate a welcoming environment for clients.

Primary Responsibilities:

Answer, screen and forward incoming phone calls.

Ensure the reception area and conference rooms are always tidy and presentable.

Maintain stock of necessary supplies in reception area & conference rooms.

Welcome clients & visitors as soon as they arrive, notify their contact person, and ensure they are comfortable while they wait for their meeting to start.

Manage conference room schedules and adjust meetings accordingly.

Oversee all aspects of daily mail and shipping activities. This includes, but is not limited to, processing all inbound & outbound mail and packages, sending faxes, troubleshooting any mail delays or issues, and generating billing reports.

Maintain office security protocols with visitor sign-in logs, inbound and outbound package logs, and securing locked spaces at the end of every day.

Assist the Operations Manager with inventory management of office supplies, coffee and mail and shipping supplies.

Maintain a file for vendor receipts, supply orders, packing slips and invoices.

Assist the Records Management department with client scanning and distribute client documents received via mail in a timely manner.

Additional duties may be assigned to meet business needs.

Essential Characteristics:

This position requires demonstrated professionalism and poise when working with clients and coworkers.

Ability to be resourceful, organized, and proactive when managing multiple priorities at the same time, both independently and with a team.

Solid interpersonal skills & resourcefulness when handling stressful or confidential situations.

Ability to interact and communicate with people at all levels of the organization.

Excellent written and verbal communication skills.

Desired Education, Training and Experience:

High School diploma

Two or more years of reception/office related experience

Experience with a multi-line phone system and fielding phone calls.

Working knowledge of office etiquette

Licenses and certifications preferred (to be obtained in first year):

None

Desired Applicable Experience:

Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, OneNote, Teams)

Company Intranet

Soft Phone Applications (e.g. Cisco Jabber or RingCentral)

Computer Systems

Zoom

Voice messaging systems

Faxing

Printer, Scanner, Copier

Typing of at least 50 wpm

Working Conditions:

This position is in-office, in a business professional environment.

Standard 40-hour work week (8 am – 5 pm, with a 1-hour unpaid lunch break)

Overtime hours and travel may be required.

Benefits and Incentives:

Employer Paid Medical Insurance

Generous employer contributions of up to 10% of team member eligible compensation annually.

Potential for Annual Variable Compensation and Bonuses.

Employer Licensing Coverage and Growth Opportunities.