Job Description

The Receptionist/Office Assistant is responsible for greeting visitors, answering incoming telephone calls, and performing various routine office support functions.

Please note that this role requires in-office presence full time Monday through Friday from 8:00am-5:00pm EST and there is not an opportunity to work remotely.

Principal Accountabilities:

1. Manages the front desk and receptionist responsibilities, ensuring a warm and welcoming first impression of Blue Trust and the office.

• Greets and obtains visitor's name and directs visitor to appropriate destination.
• Answers incoming telephone calls in a cordial and timely manner; provides routine information to caller or refers the caller to the appropriate staff member. Takes clear and concise messages when appropriate.
• Maintains reception area and break room in a neat and orderly fashion according to daily procedures.

2. Performs routine administrative tasks to facilitate smooth operations of general office functions.

• Assists with scanning and/or filing confidential correspondence and other information in adherence to office compliance standards.
• Maintains and communicates updates of distribution lists to staff in a timely, proactive manner.
• Processes branch account payables and Operation Manager’s expense report.
• Supports Branch on special branch-wide projects as needed.
• Responsible for inventory and ordering office materials, including breakroom and workroom supplies.
• Coordinates and serves as primary contact for maintenance and repairs of all office machinery.
• Collects and processes outgoing mail operating related machines and distributes incoming mail to appropriate staff in a timely manner.
• Provides administrative office support functions as requested by reporting manager and broader branch personnel as needed/requested.
• Serves as primary contact for building management for repair/temperature requests.

3. Performs all other related duties as assigned or directed by management.

• Approaches work, interactions, and relationships in a manner consistent with the Company’s Core Values.
• Understands and supports the financial planning philosophy and biblical basis upon which Blue Trust serves its client base.
• Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company.

Requirements

• Excellent service and hospitality skills with internal team members and external clients
• Ability to make independent judgment as well as take direction from others
• Basic to intermediate Microsoft Office skills
• Capability to excel in a team environment as well as working independently
• Desire to serve clients and co-workers with excellence
• Strong communication skills, both verbal and written
• Strong organizational, general office and administrative skills
• Basic business mathematical skills and keen attention to detail
• Personal integrity and ability to discreetly handle confidential data
• Comfort working in a fast-paced environment that requires flexibility and responsiveness
• Must be able to lift up to 20 pounds

Education, Experience & Skills:

• Minimum of one (1) year prior related experience in a customer service environment preferred.