Receptionist

Financial Independence Group, LLC
Cornelius, NC

JOIN OUR TEAM!

At Financial Independence Group (FIG), our Receptionist role is perfect for someone who enjoys being the face of a vibrant and dynamic office. You'll be the friendly voice that handles all of our phone calls, providing a warm and cheerful greeting to everyone who contacts us. Additionally, you'll be the welcoming presence that greets our advisors and team members as they arrive, ensuring they feel right at home. We're looking for a friendly and enthusiastic team player who loves creating a positive atmosphere. You'll bring your creativity and strong organizational skills to every task, all while spreading cheer and supporting our mission of Empowering Financial Professionals. Join us and be the smile that brightens everyone's day!

 

Duties and Responsibilities

As our Receptionist, you will be responsible for:

  • Answering all phone calls with a pleasant greeting and directing callers to the right place
  • Open/Close the office for the day (turning on/off lights and unlocking/locking entrance doors)
  • Setting up the welcome board for visitors and staff
  • Handle the main FIG Information Email Inbox, as well as multiple other department inboxes, and dispersing emails as needed
  • Greeting all visitors and helping them get setup with our electronic sign-in
  • Ensuring all visitors get water/tea/coffee or luggage & coat storage
  • Handle Staff Birthday Cards
  • Setting up office Closure/Holiday phone messages
  • Help with incoming mail
  • Receives and distributes UPS/FedEx/Amazon deliveries (Should be able to lift/move 40 pounds)

Skills to succeed in this role:

  • Positive, go-getter attitude
  • Meticulously organized
  • Superb time manager
  • Excellent at verbal & written communication
  • Ability to lift 40lbs
  • Ability to operate standard office equipment (e.g. computers, scanners, copiers, etc.)
  • Functional in Microsoft Suite – Excel/Word/Outlook, etc.
Posted 2025-09-29

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