Front Desk Representative

We are seeking a personable, organized, and dependable Front Desk Administrator to serve as the first point of contact for guests while supporting daily office operations and providing policy owner services. This role helps maintain a welcoming environment, ensures smooth office functionality, and assists clients and the home office with servicing inforce insurance business.

· Greet guests and create a positive first impression

· Answer and direct incoming phone calls to appropriate staff

· Maintain the appearance and organization of the reception area and public spaces

· Serve as an administrative point of contact for clients

· Communicate with the home office to process service requests

· Assist advisors and clients with completing required forms

· Track open service requests and follow up to ensure timely resolution

· Maintain confidentiality and accuracy when handling client information

· Provide high‑quality customer service while supporting advisors and internal teams

· Receive, sort, and distribute incoming mail

· Prepare UPS and other outgoing mailings for office personnel

· Maintain internal phone lists, email lists, and personnel directories

· Coordinate with IT for new phone installation

· Order and maintain office supplies as needed

· Provide monthly invoices to the appropriate department

· Contact copier vendors for toner replacement or maintenance issues

· Receive vendor invoices and submit them for payment

· Assist with company-wide meetings, including attendance lists and in-house meeting setup

· Coordinate office social events such as holiday parties

· Cross-train with other staff members and provide backup support as needed

· 8-hour shift

· In-person position (onsite required)

· 401(k)

· 401(k) matching

· Dental insurance

· Health insurance

· Life insurance

· Paid time off

· Vision insurance

Company Description Lifetime Financial Growth is a privately owned wealth management firm focused on helping clients build and protect long-term wealth. The firm collaborates with clients to define their financial vision and designs customized strategies to support their goals. With access to a broad range of financial products and services, Lifetime Financial Growth creates comprehensive plans tailored to individual needs. The firm operates as an agency of The Guardian Life Insurance Company of America® and offers securities products and advisory services through Park Avenue Securities LLC. Team members join a professional environment that emphasizes client-centered service, integrity, and long-term relationships.