Receptionist / Administrator

Job DescriptionJob Description

Position Title: Receptionist / Admin

Reports to: Partner

Department: Administration

Location: 1499 Gulf to Bay Blvd # 100, Clearwater FL 33755

Classification: Full-time; Exempt

Summary / Job Objective: As a receptionist/admin, you will work independently, perform administrative tasks, answer calls, welcome visitors and provide clerical support duties. You will report directly to the Principal Partner of UFC. Receptionist/admin will also provide support to the VP of Operations and assist in day-to-day office operations. The ideal candidate is an experienced professional with knowledge of office operations and customer service best practices. We expect you to perform well in a team environment and have exceptional people skills.

Essential Job Functions: The receptionist/admin is responsible for providing a broad range of administrative and technical support to the UFC Team, its partners, and mutual clients. This position requires sitting for 6+ hours/day, being able to type on a keyboard at least 50+ words/minute, and the ability to analyze data quickly.

Primary Responsibilities:

Manage complex calendars, maintain diaries/agendas and coordinate meetings that will sometimes include multiple individuals located across time zone

Schedule out of town appointments, make appropriate travel arrangements including flights, hotel accommodations as well as reserve meeting venues and find local eating establishments

Respond to or send out e-mails that are professional, direct, purposeful and courteous

Answer incoming phone calls and / or route calls to the appropriate team member

Warmly greet and welcome clients, agents and all visitors upon their arrival then provide general tidying up after their departure

Manage incoming and outgoing mail as well as ship and track outgoing packages

Field any vendors that solicit in person or by telephone

Attend invited meetings, take notes, follow up on tasks through to completion

Create and maintain a functional filing system that is best suited for accurate documentation and quick retrieval of paperwork

Purchase, retrieve and maintain a proper inventory of office and kitchen supplies

Check and respond to all incoming faxes and voicemails, and respond appropriately

Implement and administer office systems, protocol and proper procedures for the benefit of the staff, agents and clients

Help in the coordination of company functions such as Sales Team meeting and holiday events

Assist the marketing team throughout the bi-monthly UFC Summits

Schedule and follow up on office repairs and / or maintenance such as damaged card reader, locked emergency doors, rubbish removal, carpet cleaning

Qualifications:

3+ years of receptionist / administrative experience

High school diploma / GED required; Associates Degree or higher preferred

Must be able to meet deadlines in fast-paced quickly changing environment

In-depth knowledge of the company, product and brand is preferred

Understanding of how CRM systems work is preferred

Proven experience as an executive assistant or other relevant administrative support experience

Ability to organize a daily workload by priorities

Proficient in MS Office, with working knowledge of CRM platforms

Core Competencies:

Self-motivated, positive, creative, innovative thinker and multitasker with the ability to prioritize and manage time strategically

Attention to detail a must

Excellent verbal and written communications skills

Ability to work well within a team as well as independently

Dependability and a positive attitude are a must

Compensation & Benefits:

Compensation (based on experience)

? Annual Salary: $37,000 - $42,000

? This is an exempt position

Benefits

? Employee benefits (medical, dental, vision, life insurance, other)

? 401k with employer match

? Paid Time Off

Location : 1499 Gulf to Bay Blvd., Suite 100, Clearwater, FL 33755; this role is an in-office position

Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (Simplicity Group) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the companys day-to-day business.

For more information, please visit .Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (Simplicity Group) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. xhqgsiq Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the companys day-to-day business.

For more information, please visit .