What are the responsibilities and job description for the Receptionist/Administrative Assistant position at Ilgenfritz Financial Group?
Front Desk / Administrative Support — IFG Financial
Location: York
Job Type: Full-time
About Us
Ilgenfritz Financial Group is a Pennsylvania-based Retirement advisory firm serving families across York, Lancaster, Camp Hill, and Shrewsbury. We help clients plan for retirement, protect their savings, and build a lasting legacy for their families.
The Role
We're looking for a front desk/administrative professional to be the first point of contact for our clients and the operational backbone of our office. This is a client-facing role — you'll set the tone for every visitor's experience, so a warm, professional demeanor matters as much as your organizational skills.
What You'll Do
- Greet clients and visitors, answer phones, and manage a busy front office
- Schedule and coordinate client appointments across advisors' calendars
- Prepare meeting materials and maintain client files (paper and digital)
- Handle incoming/outgoing mail, office supplies, and general office upkeep
- Support marketing efforts — mailers, event coordination for client dinner seminars, RSVP tracking
- Assist advisors and service staff with administrative tasks as needed
- Maintain confidentiality of sensitive client financial information
What We're Looking For
- 1 years of administrative, front desk, or customer service experience (financial services or insurance experience a plus, not required)
- Strong communication skills, professional phone and in-person manner
- Comfortable with Microsoft Office (Word, Excel, Outlook); CRM experience a plus
- Highly organized, detail-oriented, able to juggle multiple priorities
- Trustworthy with confidential information
- Positive, team-oriented attitude
What We Offer
- Health benefits / PTO (14 days) / 401K match
- Stable, professional office environment
- Opportunity to grow within a well-established local firm
Pay: $21.00 - $23.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Paid time off
- Professional development assistance
Work Location: In person
Salary : $21 - $23