What are the responsibilities and job description for the Receptionist position at VLP Financial Advisors?
At VLP Financial Advisors, we believe that financial planning is a process, not a product. Our team aims to provide clients with the highest quality investment and planning services by employing sophisticated investment solutions tailored to each individual situation.
Employee owned, VLP Financial Advisors has grown from a sole practitioner to a partnership managing over $1.2 billion in client assets nationwide. The continued growth and success of the firm is through the referrals of our valued clients and strategic alliances, and our commitment to employing top-notch professionals to provide excellent service.
Core Value:
- People First
- Team Player
- Thoughtful
- Forward Thinker
- Growth Oriented
We are seeking a professional, detail-oriented, and service-driven individual who aligns with our mission and core values. This is an excellent opportunity for an entry-level candidate who is eager to begin a career in a professional services environment and grow within a collaborative, client-focused firm.
The Receptionist serves as the first point of contact for clients, visitors, and team members, providing outstanding customer service and administrative support while helping create a welcoming and organized office environment.
Compensation amp; Benefits:
Competitive salary and comprehensive benefits package:
- Pay Range $19 - $25 per hour (Annual salary dependent on experience, qualifications, and hours)
- 100% of First 4%- 401(k) Match, Historical 5%-Profit Sharing Plan, Discretionary bonuses
- 100% Employer-paid Medical and HSA contribution, optional Dental and Vision
- 100% Employer-paid Life and ST/LT Disability Insurance
- Three weeks Paid Time Off, Professional Development Program, Charitable Contribution Match Program
- Positive, family-friendly work environment
Schedule
Full-time: Monday–Friday, start times between 8:30 am and 9:00 am and corresponding end times between 3:30 pm and 5:00 pm, depending on role alignment and business needs. (Final schedule will be determined upon hire and aligned with team and client needs.)
Full-time: Monday–Friday, start times between 8:30 am and 9:00 am and corresponding end times between 3:30 pm and 5:00 pm, depending on role alignment and business needs. (Final schedule will be determined upon hire and aligned with team and client needs.)
Key Responsibilities
- Provide a welcoming, client-focused front desk experience
- Answer and route incoming calls, emails, and general correspondence
- Accurately take messages and ensure timely follow-up
- Manage meeting room scheduling
- Process mail and scan incoming client documentation
- Prepare holiday and appreciation cards and gifts
- Deposit incoming check contributions
- Perform general clerical tasks (printing, scanning, copying, faxing)
- Coordinate travel and assist with internal and external events
- Monitor office inventory and place supply orders (including Amazon Fresh account)
- Support HR coordination (scheduling interviews, organizing onboarding documentation)
- Maintain cleanliness and organization of the reception area
- Support Client Services team with various ad-hoc projects
Qualifications
- High school diploma or GED required
- Proficiency in Microsoft Office (Outlook, Word, Excel)
- Prior clerical or reception experience helpful but not required
- Interest in professional services and client support
Skills amp; Competencies
- Warm, professional demeanor (People First)
- Strong communicator — written and verbal
- Excellent organizational and multitasking skills
- Proactive problem-solver (Forward Thinker)
- Team-oriented and collaborative (Team Player)
- Detail-focused and resourceful (Thoughtful)
- Eager to learn and grow professionally (Growth Oriented)
Prospective employees must be eligible to work in the United States without restriction as to duration, and a thorough background check is required to be considered for employment. Please submit cover letter, resume, and salary requirements.
VLP is an equal employment opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We maintain a drug-free workplace environment.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by and employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Salary : $19 - $25