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Front Office Assistant
$38k-48k (estimate)
Full Time 1 Month Ago
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Forge Financial is Hiring a Front Office Assistant Near Tulsa, OK

Salary and Benefits*

· Starting Salary: $35,000/year

  • Office Hours: Monday through Thursday 8:00 a.m.–5:00 p.m. and Friday 8:00 a.m.–3:00 p.m.
  • Company 401(k) Plan
  • Healthcare Coverage
  • Primary Health Partners Membership
  • Dental and Vision Coverage
  • Health Savings Accounts (HSA)
  • Long Term Disability Insurance
  • Zander Identity Theft Protection
  • 120 hours PTO per calendar year (pro-rated the first year of employment)
  • After 1 year, additional 40 hours PTO if serving for an approved 501C-3 organization
  • Paid Holidays

Job Description

  • Greets and welcomes office guests
  • Answers and directs all phone calls
  • Provides administrative support to advisors and other employees
  • Schedules and confirms appointments
  • Scans documents
  • Receives and sorts incoming mail and prepares outgoing mail
  • Assists clients by providing information; responding to inquiries; resolving problems
  • Maintains client data by updating client information and documenting conversations and activity in the CRM database
  • Assists with client appreciation events, seminars, etc.
  • Maintains overall cleanliness of the office; stocks fridge as needed; makes coffee, etc.
  • Maintains inventory of office supplies
  • Maintains maintenance of office equipment
  • Updates job knowledge by participating in educational opportunities
  • Protects organization’s value by keeping information confidential
  • Performs any other duties assigned by manager

Qualifications

· High school diploma and prefer 3 years work experience

· Must be a team player and dependable

· Excellent verbal and written communication skills

· Excellent organizational skills, including planning and prioritizing

· Working knowledge of computers and programs

  • Proactive attitude; Dependable; Quality Focused

*Employee Benefits are subject to change.

Job Type: Full-time

Benefits:

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

Schedule:

  • 8 hour shift
  • Monday to Friday

Education:

  • High school or equivalent (Required)

Experience:

  • Administrative: 3 years (Required)

Work Location: In person

Job Summary

JOB TYPE

Full Time

SALARY

$38k-48k (estimate)

POST DATE

04/05/2024

EXPIRATION DATE

05/07/2024

Forge Financial
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The following is the career advancement route for Front Office Assistant positions, which can be used as a reference in future career path planning. As a Front Office Assistant, it can be promoted into senior positions as a Receptionist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Front Office Assistant. You can explore the career advancement for a Front Office Assistant below and select your interested title to get hiring information.

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If you are interested in becoming a Front Office Assistant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Front Office Assistant for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Front Office Assistant job description and responsibilities

Front Office Assistants are responsible for providing clerical and administrative support to the office staff for efficient and smooth operations of the office operations.

03/09/2022: Medford, OR

In a medical organization, a front office assistant can be vital for connecting patients with the correct health care professional they are seeking, and processing the necessary paperwork that accompanies each visit.

02/21/2022: Las Vegas, NV

Front office assistants ensure administrative efficiency at reception areas.

01/11/2022: Corpus Christi, TX

Front Office Assistants work collaboratively to perform office and clerical tasks such as data collection, office communication, and others alike.

02/06/2022: Florence, SC

Front office assistant performs front desk duties and provide administrative support to the various departments.

02/05/2022: Vineland, NJ

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Front Office Assistant jobs

Practice navigating computer systems, tools, and technologies – such as Microsoft Office, point of sale (POS), or even management and billing systems.

01/22/2022: Asheville, NC

Do your outmost best to operate the front office properly, efficiently and with profitability.

03/07/2022: Fort Collins, CO

Familiarize and practice yourself with general office functions – typing, filing, and reception.

12/27/2021: Billings, MT

Maintain a friendly, proficient, and positive work environment for everyone.

03/06/2022: Eugene, OR

Self control and calmness are necessary for handling a busy and demanding office environment.

12/17/2021: New Britain, CT

Step 3: View the best colleges and universities for Front Office Assistant.

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