WestPoint Financial Group

WestPoint Financial Group is assisting with the sourcing of this position.  The successful applicant will be a direct employee of the Partners in our Peoria, IL office.

Our associates are vibrant, high-energy, highly competent professionals who are respected for their precise expertise, product knowledge, and commitment to professional growth.  Teamwork, idea sharing, and healthy competition set our firm apart from others in the industry.

At WestPoint, we believe our culture of genuinely caring about people is our special sauce.  We are good people that are defined by excellence.  We work together to be next level in all that we do.  We are inclusive, we are welcoming, we are modern.

The ideal candidate will be detail-oriented, accountable, proactive, and exhibit superior communication and customer service skills.  The successful candidate must exhibit professionalism at all times, is collaboration-minded and displays strong interpersonal skills.  

This position is responsible for front office operations, including reception.  This role is Part-Time, offering 20-24 hours per week within regular business hours and is located on site in the Peoria office.

Responsibilities:

Reception/Office:

• Greet and announce firm visitors in a welcoming manner
• Answer incoming calls and direct appropriately
• Maintain break room and conference room schedules
• Notify building management of maintenance requests
• Establish building access for new advisors, sales assistants, WPFG personnel and guests
• Prepare welcome packets and prepare assigned workspace for new associates
• Provide telephone and voicemail training to new firm personnel
• Open and close the office at stated business hours
• Sort and distribute incoming mail and packages (including USPS, UPS and FedEx)
• Maintain office machinery and supplies (including postage meter, photocopier, and other office machines)
• Maintain firm lists for various departments
• Assist with vendor management
• Ensure day to day operations are prioritized according to client and advisor needs and deadlines
• Support and assist with office marketing and event planning
• Participate in the operations team's monthly meetings
• Participate in the operations department's goals and projects
• Responsibilities may be added at the manager's discretion

Position Requirements:

• High school diploma or equivalent
• Associate or Bachelor's degree, preferred
• Proficient in Microsoft Office Suite
• Excellent telephone skills
• Strong interpersonal communication, organizational and multi-tasking skills
• Must be detail-oriented and proactive
• 1+ years administrative experience
• 1+ years insurance experience, preferred
• No immigration sponsorship available for this role

Salary: $20-22/hr