Receptionist / Administrator

Job Description

Job 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; Associate’s 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 Description

Headquartered 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. 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 company’s day-to-day business.

For more information, please visit simplicitygroup.com.

Company Description

Headquartered 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.\r\n\r\nThrough 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 company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.