Receptionist/Office Assistant

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.

• 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.