Receptionist/Office Administrator

The Regional Office of Money Concepts, a Financial Planning Firm, is looking for an organized and service-oriented Office Administrator/Receptionist for their Middletown location. This is a full-time position and is key and central to the innerworkings of our office.

Skills:

· Customer services skills

· Time management, organization, and multi-tasking skills

· Excellent written and verbal communication

· Ability to prioritize tasks

· Knowledge of Microsoft Office, Word, Outlook, Excel, Publisher & PowerPoint. Knowledge
of QuickBooks a plus.

· Working knowledge of office equipment, copier, fax, postal meter, etc.

Responsibilities include, but are not limited to:

· Greeting clients and answering/transferring incoming calls

· Event/workshop planning and coordination

· Support and conduct bookkeeping/billing procedures

· Mail processing and shipping

· Compliance related tasks

· Data/file upkeep – electronic and hard copy

· Calendar coordination for events/conference room

· Managing supply inventory/ equipment service calls

· Office maintenance/restocking

· Support Advisors with various requests

Knowledge of financial Industry a plus

Salary is based on experience.

Benefits include health insurance, vision, dental, and retirement plan.

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person