What are the responsibilities and job description for the Receptionist and Site Manager position at WestPoint Financial Group?
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, our culture of genuinely caring about people is our “special sauce.” We are good people who are defined by excellence. We work together to reach the 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 Human Resources Generalist and Operations Manager for our firm, located in our downtown Chicago office. The ideal candidate will have experience in both human resources management and general business operations. We’re looking for someone who takes initiative, collaborates effectively, manages multiple priorities, and demonstrates exceptional attention to detail.
We are looking for a polished, detail‑driven professional who thrives on ownership, anticipates needs, and communicates with confidence and clarity. This collaborative, people‑first candidate will be the welcoming face of the organization—seamlessly managing front office and reception operations while prioritizing tasks with precision and poise.
This is a full-time, in-office role located in Lisle, IL. Business hours are 8:00 am - 5:00 pm, Monday through Friday.
What You'll Do
Responsibilities
Reception/Office
- Greet and announce firm visitors in a friendly, welcoming manner
- Answer incoming calls and direct to appropriate party
- Maintain break room and schedule conference rooms
- Establish building access for new advisors, sales assistants, WPFG personnel and guests
- Prepare Welcome packets and prepare assigned workspace for new associates
- Provide telephone and voicemail training to new firm personnel
- Open and close the office at stated business hours
- Sort and Distribute incoming mail including US mail, UPS, and FedEx
- Sign for, receive, and distribute packages delivered to firm
- Maintain office machinery and supplies including postage meter, photocopier, and other office machines
- Notify building management of maintenance requests
- Maintain firm lists for various departments
- Assist with vendor management
- Ensure day to day operations are prioritized according to client and advisor needs and deadlines
- Participate in the operations department monthly meetings
- Participate in the operations department goals and projects
- Responsibilities may be added at the manager’s discretion
New Business Administration
- Provide administrative support for new business cases, including data entry and record maintenance within firm and carrier systems
- Assist with preparation and submission of electronic filings and required documentation
- Support task creation, tracking and follow-up to help ensure timely case progression
- Assist with policy preparation and policy funding activities in coordination with the New Business Coordinator
Qualifications
- High school diploma or equivalent, required
- Associate or Bachelor's degree, preferred
- Proficient in Microsoft Office with strong telephone and interpersonal communication skills
- Highly organized, detail-oriented, proactive, and able to multi-task efficiently
- 1 years administrative experience; insurance experience a plus
Benefits
- Competitive salary: $40,000 - $50,000 annually
- Paid holidays and PTO
- Comprehensive benefits package, including:
- Medical, dental, and vision insurance
- Retirement plan
- Life and disability insurance
Equal Employment Opportunity
WestPoint Financial Group is an equal opportunity employer, and 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 federal, state or local laws.
Salary : $40,000 - $50,000