Job Overview
Employment Type
Full-time
Work Schedule
Standard Hours
Benefits
Health Insurance
Paid Time Off
Retirement Plan
Professional development opportunities
Employee wellness programs
Job Description
Blue Trust Financial is a reputable financial services company dedicated to providing personalized financial planning and lending solutions within a faith-based and client-focused framework. Specializing in supporting clients with integrity and care, Blue Trust emphasizes a financial philosophy rooted in biblical principles, ensuring that clients receive ethical and transparent services tailored to their unique needs and circumstances. Established with a commitment to excellence and trust, the company fosters a professional culture that values compliance, respect, and teamwork to create a welcoming environment for clients and employees alike.
The role of Receptionist/Office Assistant at Blue Trust Financial plays a crucial part in maintaining the company's professional image and efficient office operations. This full-time position requires an in-office presence from Monday through Friday, 8:00am to 5:00pm EST, with no remote work option. The Receptionist/Office Assistant is the first point of contact for visitors and callers, responsible for delivering a warm and welcoming experience that reflects Blue Trust's commitment to client service and hospitality. This role demands a high level of professionalism, excellent communication skills, and a service-oriented mindset to effectively manage front desk duties and support various administrative tasks.
Primary responsibilities include greeting and directing visitors, handling incoming phone calls promptly and courteously, and managing the reception area to maintain a neat and orderly appearance. Additionally, the role involves day-to-day administrative duties such as filing confidential documents, managing distribution lists, processing payables and expense reports, coordinating office supply inventory, and acting as the liaison for office machinery maintenance and building management. The Receptionist/Office Assistant also supports special branch projects and ensures compliance with company policies and regulatory standards.
Candidates applying for this position should possess excellent customer service skills, strong organizational abilities, and the capability to work both independently and as part of a team. A minimum of one year of prior experience in a customer service environment is preferred, along with basic to intermediate Microsoft Office proficiency. This position requires someone who is detail-oriented, discreet with confidential information, and adaptable within a fast-paced office environment. Physical ability to lift up to 20 pounds is also necessary.
Working at Blue Trust Financial offers an opportunity to be part of a team that values integrity, client service excellence, and collaborative work ethics. The role is pivotal in ensuring smooth office operations and contributes directly to enhancing client and visitor experiences through effective communication and support. This is an ideal position for a professional seeking to grow within a respected financial services company that upholds strong ethical standards and community values.
The role of Receptionist/Office Assistant at Blue Trust Financial plays a crucial part in maintaining the company's professional image and efficient office operations. This full-time position requires an in-office presence from Monday through Friday, 8:00am to 5:00pm EST, with no remote work option. The Receptionist/Office Assistant is the first point of contact for visitors and callers, responsible for delivering a warm and welcoming experience that reflects Blue Trust's commitment to client service and hospitality. This role demands a high level of professionalism, excellent communication skills, and a service-oriented mindset to effectively manage front desk duties and support various administrative tasks.
Primary responsibilities include greeting and directing visitors, handling incoming phone calls promptly and courteously, and managing the reception area to maintain a neat and orderly appearance. Additionally, the role involves day-to-day administrative duties such as filing confidential documents, managing distribution lists, processing payables and expense reports, coordinating office supply inventory, and acting as the liaison for office machinery maintenance and building management. The Receptionist/Office Assistant also supports special branch projects and ensures compliance with company policies and regulatory standards.
Candidates applying for this position should possess excellent customer service skills, strong organizational abilities, and the capability to work both independently and as part of a team. A minimum of one year of prior experience in a customer service environment is preferred, along with basic to intermediate Microsoft Office proficiency. This position requires someone who is detail-oriented, discreet with confidential information, and adaptable within a fast-paced office environment. Physical ability to lift up to 20 pounds is also necessary.
Working at Blue Trust Financial offers an opportunity to be part of a team that values integrity, client service excellence, and collaborative work ethics. The role is pivotal in ensuring smooth office operations and contributes directly to enhancing client and visitor experiences through effective communication and support. This is an ideal position for a professional seeking to grow within a respected financial services company that upholds strong ethical standards and community values.
Job 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
Job Qualifications
- Minimum of one year prior related experience in a customer service environment preferred
- 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
Job Duties
- Manages the front desk and receptionist responsibilities ensuring a warm and welcoming first impression
- 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
- Maintains reception area and break room in a neat and orderly fashion according to daily procedures
- 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
- 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
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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