Simplicity Group · 1 day ago
Receptionist / Administrator
Clearwater, FL
Full-time
Onsite
Mid Level
$37K/yr - $42K/yr
3+ years expSimplicity Group is a fast-growing financial holding company specializing in retirement and financial planning solutions. They are seeking a Receptionist/Admin to perform administrative tasks, answer calls, welcome visitors, and provide clerical support to the team and partners.
Insurance
Responsibilities
Manage complex calendars, maintain diaries/agendas and coordinate meetings that will sometimes include multiple individuals located across time zone
Schedule out of town appointments, make appropriate travel arrangements including flights, hotel accommodations as well as reserve meeting venues and find local eating establishments
Respond to or send out e-mails that are professional, direct, purposeful and courteous
Answer incoming phone calls and / or route calls to the appropriate team member
Warmly greet and welcome clients, agents and all visitors upon their arrival then provide general tidying up after their departure
Manage incoming and outgoing mail as well as ship and track outgoing packages
Field any vendors that solicit in person or by telephone
Attend invited meetings, take notes, follow up on tasks through to completion
Create and maintain a functional filing system that is best suited for accurate documentation and quick retrieval of paperwork
Purchase, retrieve and maintain a proper inventory of office and kitchen supplies
Check and respond to all incoming faxes and voicemails, and respond appropriately
Implement and administer office systems, protocol and proper procedures for the benefit of the staff, agents and clients
Help in the coordination of company functions such as Sales Team meeting and holiday events
Assist the marketing team throughout the bi-monthly UFC Summits
Schedule and follow up on office repairs and / or maintenance such as damaged card reader, locked emergency doors, rubbish removal, carpet cleaning
Qualification
Required
3+ years of receptionist / administrative experience
High school diploma / GED required
Must be able to meet deadlines in fast-paced quickly changing environment
Proven experience as an executive assistant or other relevant administrative support experience
Ability to organize a daily workload by priorities
Proficient in MS Office, with working knowledge of CRM platforms
Self-motivated, positive, creative, innovative thinker and multitasker with the ability to prioritize and manage time strategically
Attention to detail a must
Excellent verbal and written communications skills
Ability to work well within a team as well as independently
Dependability and a positive attitude are a must
Preferred
Associate's Degree or higher
In-depth knowledge of the company, product and brand
Understanding of how CRM systems work
Benefits
Employee benefits (medical, dental, vision, life insurance, other)
401k with employer match
Paid Time Off
Company
Simplicity Group
Financial Consulting • Financial Advisory • Financial Planning • Retirement Planning • Life Insurance • Health Insurance • Insurance • Estate Planning Law • Wills Planning Law • Team Building
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase