Job Overview
Employment Type
Part-time
Compensation
Type:
Hourly
Rate:
Range $19.00 - $22.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Paid Time Off
Retirement Plan
Flexible Schedule
Professional development opportunities
Job Description
WestPoint Financial Group is a distinguished financial services firm headquartered in Lexington, Kentucky. Known for its commitment to client-first values and a team-oriented culture, WestPoint prides itself on fostering a workplace environment where vibrant, high-energy professionals collaborate, compete healthily, and share innovative ideas. As a growing company passionate about the long-term success of its associates, WestPoint Financial Group stands out in the industry by emphasizing inclusivity, modernity, and a culture centered around genuinely caring for people. The firm’s dedication to excellence and teamwork makes it a highly desirable place to advance one's career in financial services.
WestPoint understands th... Show More
WestPoint understands th... Show More
Job Requirements
- High school diploma or equivalent
- associate or bachelor's degree preferred
- proficient in Microsoft Office
- excellent telephone skills
- strong interpersonal communication, organizational and multi-tasking skills
- diplomacy
- must be detail-oriented and proactive
- 1+ years administrative experience
- 1+ years insurance experience preferred
Job Qualifications
- High school diploma or equivalent
- associate or bachelor's degree preferred
- proficient in Microsoft Office
- excellent telephone skills
- strong interpersonal communication, organizational and multi-tasking skills
- diplomacy
- must be detail-oriented and proactive
- 1+ years administrative experience
- 1+ years insurance experience preferred
Job Duties
- 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
- complete office offboarding tasks as applicable when associates leave the firm
- 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
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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