Receptionist

About Renaissance Financial

Renaissance Financial is a comprehensive financial planning firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. Our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our employees.

The mission of the Receptionist is to demonstrate excellent professionalism and exceptional customer service to facilitate a welcoming environment for clients.

Primary Responsibilities:

• Answer, screen and forward incoming phone calls.
• Ensure the reception area and conference rooms are always tidy and presentable.
• Maintain stock of necessary supplies in reception area & conference rooms.
• Welcome clients & visitors as soon as they arrive, notify their contact person, and ensure they are comfortable while they wait for their meeting to start.
• Manage conference room schedules and adjust meetings accordingly.
• Oversee all aspects of daily mail and shipping activities. This includes, but is not limited to, processing all inbound & outbound mail and packages, sending faxes, troubleshooting any mail delays or issues, and generating billing reports.
• Maintain office security protocols with visitor sign-in logs, inbound and outbound package logs, and securing locked spaces at the end of every day.
• Assist the Operations Manager with inventory management of office supplies, coffee and mail and shipping supplies.
• Maintain a file for vendor receipts, supply orders, packing slips and invoices.
• Assist the Records Management department with client scanning and distribute client documents received via mail in a timely manner.

Additional duties may be assigned to meet business needs.

Essential Characteristics:

• This position requires demonstrated professionalism and poise when working with clients and coworkers.
• Ability to be resourceful, organized, and proactive when managing multiple priorities at the same time, both independently and with a team.
• Solid interpersonal skills & resourcefulness when handling stressful or confidential situations.
• Ability to interact and communicate with people at all levels of the organization.
• Excellent written and verbal communication skills.

Desired Education, Training and Experience:

• High School diploma
• Two or more years of reception/office related experience
• Experience with a multi-line phone system and fielding phone calls.
• Working knowledge of office etiquette

Licenses and certifications preferred (to be obtained in first year):

• None

Desired Applicable Experience:

• Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, OneNote, Teams)
• Company Intranet
• Soft Phone Applications (e.g. Cisco Jabber or RingCentral)
• Computer Systems
• Zoom
• Voice messaging systems
• Faxing
• Printer, Scanner, Copier
• Typing of at least 50 wpm

Working Conditions:

• This position is in-office, in a business professional environment.
• Standard 40-hour work week (8 am – 5 pm, with a 1-hour unpaid lunch break)
• Overtime hours and travel may be required.

Benefits and Incentives:

• Employer Paid Medical Insurance
• Generous employer contributions of up to 10% of team member eligible compensation annually.
• Potential for Annual Variable Compensation and Bonuses.
• Employer Licensing Coverage and Growth Opportunities.