What are the responsibilities and job description for the Receptionist/Administrative Assistant position at capstone planning?
Job Overview
Capstone is a retirement-focused financial and tax planning firm serving clients throughout the Palm Coast area. We are a small, professional office that works closely with our clients on long-term financial planning, investments, insurance, and retirement tax strategies. We are looking for a reliable and detail-oriented Receptionist who can serve as the first point of contact for our clients and support our team’s daily operations.
This role is a blend of receptionist, administrative support, and client service. The ideal candidate enjoys helping others and is highly organized. You will be answering phones, assisting with client onboarding, preparing and organizing documents, scheduling appointments, scanning and filing, and supporting both the insurance and retirement planning sides of the business.
- Greet and assist clients in person and by phone
- Schedule appointments and manage calendars
- Prepare, scan, upload, and organize client documents
- Maintain a clean and organized office environment
- Provide general administrative and clerical support
Qualifications
- Experience in a professional office setting
- Excellent communication skills and friendly phone presence
- Strong attention to detail and accuracy
- Comfort learning new software systems
- Ability to manage multiple tasks while staying organized
- Reliable, punctual, and team-oriented
Why Work With Us:
- Supportive, team-focused work culture
- Opportunities for professional development and long-term growth
- Work that is meaningful and helps clients improve their financial lives
Schedule:
Monday – Friday, business hours
Job Type: Part-time
Pay: $15.00 - $17.00 per hour
Work Location: In person
Salary : $15 - $17