Part-Time Receptionist/Office Manager

About WestPoint Financial Group

WestPoint Financial Group (WPFG) is a full-service financial services firm dedicated to bringing financial wisdom and clarity to a world overflowing with information. Our associates are vibrant, high‑energy professionals who are respected for their expertise, product knowledge, and commitment to continuous growth. Teamwork, idea sharing, and healthy competition set our firm apart within the industry.

Why Join Us

At WestPoint, we believe our culture of genuinely caring about people is our "special sauce." We are good people that are defined by excellence. We work together to be next level in everything we do. We are inclusive, welcoming, and modern - and we take pride in creating an environment where people can thrive.

We are seeking a Part-Time Receptionist and Site Manager for our Lexington office. The ideal candidate is a proactive, detail-driven professional who takes ownership, communicates exceptionally, prioritizes effectively, and thrives in a people-centered environment.

This role handles front office and reception duties and is based on-site, working part-time (approximately 25 hours per week), Monday through Friday during core business hours.

Responsibilities

What You'll Do

Reception/Office

• Open and close the office at stated business hours
• Greet and announce firm visitors in a friendly, welcoming manner
• Answer incoming calls and direct to appropriate party
• Schedule conference rooms and ensure smooth transition between meetings
• Ensure day to day operations are prioritized according to client and advisor needs and deadlines
• Establish building access for new advisors, sales assistants, WPFG personnel and guests
• Prepare Welcome packets and prepare assigned workspace for new associates (clear office/workstation, provide keys, etc.)
• Complete office offboarding tasks as applicable when associates leave the firm (collect keys, key fob, notify building as needed)
• Sort and distribute incoming mail including US mail, UPS, and FedEx
• Sign for, receive, and distribute packages delivered to firm
• Stamp outgoing mail, create UPS labels, and deliver mail to designated building drop
• Maintain office machinery and supplies including postage meter, photocopier, and other office machines
• Order and maintain designated inventory of various office and breakroom supplies
• Track and submit monthly office billing charges to Accounting
• Assist with vendor management
• Notify building management of maintenance requests
• Obtain Notary qualification and perform notary duties for firm and company business
• Participate in the site manager department monthly meetings
• Participate in site manager department goals and projects
• Support ongoing and strategic projects across departments, as assigned
• Designee for Firm Stationery Ordering, to include business cards, letterhead, envelopes for advisors, WPFG staff and general office
• Additional duties as assigned by management
  
  

Qualifications

• High school diploma or equivalent
• Associate or Bachelor's degree preferred
• Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word)
• Demonstrates excellent telephone and verbal communication skills
• Possesses strong interpersonal, organizational, and multitasking abilities
• Exercises sound judgment and diplomacy in all interactions
• Highly detail-oriented with a proactive approach to work
• 1 years administrative experience
• 1 years insurance or financial services experience (preferred)
  
  

Salary: $21-24/hr

Equal Employment Opportunity

WPFG is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.