Receptionist & Administrative Assistant

Asset Protection Group is a financial services firm committed to helping individuals and families prepare for retirement with greater confidence and clarity. We are proud to foster a supportive, family-oriented work environment where collaboration, client service, and professional growth are highly valued. Every member of our team plays an important role in creating a welcoming and dependable experience for the clients we serve. Position Overview Asset Protection Group is seeking a friendly, organized, and detail-oriented Receptionist & Administrative Assistant to join our team. This position serves as the first point of contact for clients and visitors while providing administrative support to our underwriting and financial services team. The ideal candidate will be professional, dependable, comfortable managing multiple priorities, and passionate about delivering exceptional client service. No prior underwriting or financial services experience is required. Comprehensive training will be provided for the right candidate. Key Responsibilities Reception and Client Service Greet clients and visitors and maintain a welcoming, professional reception area Answer and direct incoming phone calls and emails Schedule, confirm, and coordinate client appointments Respond to general client questions or direct inquiries to the appropriate team member Help ensure each client interaction is handled with warmth, professionalism, and care Underwriting and Administrative Support Assist with underwriting, new business, and application-related administrative tasks Collect, organize, review, and process client documents and paperwork Maintain accurate and organized client records Track outstanding documents, signatures, and follow-up items Support the financial services team with general administrative responsibilities Help prepare materials for client meetings and appointments Office, Workshop, and Event Support Assist with general office operations and supply coordination Help prepare materials for educational workshops and client events Support event registration, attendee communication, setup, and follow-up Qualifications High school diploma or equivalent required Previous experience in reception, customer service, administration, or office support is preferred Prior underwriting or financial services experience is not required Strong verbal and written communication skills Excellent organizational and time-management abilities Strong attention to detail and accuracy Ability to manage multiple priorities in a fast-paced environment Comfortable learning new systems, processes, and terminology Proficiency with Microsoft Office and general office technology is preferred Ability to handle confidential client information with discretion Ideal Candidate Friendly, approachable, and professional Highly organized and detail-oriented Dependable and proactive Comfortable communicating with clients by phone, email, and in person Able to work both independently and collaboratively Willing to ask questions and learn new processes Interested in growing with a supportive team Committed to providing an exceptional client experience Training and Growth Asset Protection Group will provide comprehensive training on our internal systems, underwriting processes, new business procedures, and financial services terminology. This position offers an opportunity to learn about the financial services industry while developing valuable administrative, client service, and operational skills. Schedule and Benefits Full-time, in-office position Every other Friday off, with alternating half-day Fridays Health, dental, 401(k) with match, bonuses Paid time off #J-18808-Ljbffr