Receptionist

Job Description

Job Description

Position Overview
We are seeking a highly organized and dependable Receptionist to support the financial and operational side of our growing insurance and financial services agency. This role plays a key part in maintaining accurate payroll, commission, PTO, and employee benefit records while helping ensure smooth day-to-day administrative operations.

The ideal candidate is detail-oriented, proactive, trustworthy, and comfortable managing sensitive financial and employee information in a fast-paced environment.

Key Responsibilities

• Manage payroll preparation, reimbursements, and related reporting
• Track employee PTO, unpaid time off, and attendance records
• Monitor and reconcile commissions and chargebacks
• Maintain organized digital employee and financial records
• Assist with onboarding and benefits administration support
• Support CPA and bookkeeping partners with requested documentation and reporting
• Reconcile accounts, expenses, and financial transactions
  
• Help improve operational systems, workflows, and administrative processes
• Ensure accuracy, confidentiality, and timeliness across all financial and HR-related tasks

Qualifications

• Previous bookkeeping, payroll, or administrative accounting experience preferred
• Strong organizational skills and attention to detail
• Ability to manage confidential information professionally
• Comfortable handling multiple priorities and deadlines
• Strong communication and follow-through skills
• Proficient with spreadsheets, digital file management, and office software

Ideal Traits

• High integrity and accountability
• Process-driven and efficient
• Self-starter with strong ownership mentality
• Calm under pressure and highly dependable
• Positive, team-oriented attitude

Benefits

• A supportive team culture that values collaboration
• BCBS Medical/Dental/Vision
• 10 Paid Holidays
• Family Life Insurance
• Short Term Disability Benefits
• Business Casual Dress Code
• 10 Days of Paid Time Off
• 401K with Company Match
• Competitive base pay 
• Opportunities for development and growth