Part-Time Receptionist/Office Manager
About WestPoint Financial GroupWestPoint Financial Group (WPFG) is a full-service financial services firm dedicated to bringing financial wisdom and clarity to a world overflowing with information. Our associates are vibrant, high‐energy professionals who are respected for their expertise, product knowledge, and commitment to continuous growth. Teamwork, idea sharing, and healthy competition set our firm apart within the industry.Why Join UsAt WestPoint, we believe our culture of genuinely caring about people is our "special sauce." We are good people that are defined by excellence. We work together to be next level in everything we do. We are inclusive, welcoming, and modern - and we take pride in creating an environment where people can thrive.We are seeking a Part-Time Receptionist and Site Manager for our Lexington office. The ideal candidate is a proactive, detail-driven professional who takes ownership, communicates exceptionally, prioritizes effectively, and thrives in a people-centered environment.This role handles front office and reception duties and is based on-site, working part-time (approximately 25 hours per week), Monday through Friday during core business hours.What You'll DoResponsibilitiesReception/OfficeOpen and close the office at stated business hoursGreet and announce firm visitors in a friendly, welcoming mannerAnswer incoming calls and direct to appropriate partySchedule conference rooms and ensure smooth transition between meetingsEnsure day to day operations are prioritized according to client and advisor needs and deadlinesEstablish building access for new advisors, sales assistants, WPFG personnel and guestsPrepare Welcome packets and prepare assigned workspace for new associates (clear office/workstation, provide keys, etc.)Complete office offboarding tasks as applicable when associates leave the firm (collect keys, key fob, notify building as needed)Sort and distribute incoming mail including US mail, UPS, and FedExSign for, receive, and distribute packages delivered to firmStamp outgoing mail, create UPS labels, and deliver mail to designated building dropMaintain office machinery and supplies including postage meter, photocopier, and other office machinesOrder and maintain designated inventory of various office and breakroom suppliesTrack and submit monthly office billing charges to AccountingAssist with vendor managementNotify building management of maintenance requestsObtain Notary qualification and perform notary duties for firm and company businessParticipate in the site manager department monthly meetingsParticipate in site manager department goals and projectsSupport ongoing and strategic projects across departments, as assignedDesignee for Firm Stationery Ordering, to include business cards, letterhead, envelopes for advisors, WPFG staff and general officeAdditional duties as assigned by managementQualificationsHigh school diploma or equivalentAssociate or Bachelor's degree preferredProficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word)Demonstrates excellent telephone and verbal communication skillsPossesses strong interpersonal, organizational, and multitasking abilitiesExercises sound judgment and diplomacy in all interactionsHighly detail-oriented with a proactive approach to work1+ years administrative experience1+ years insurance or financial services experience (preferred)Salary: $21-24/hrEqual Employment OpportunityWPFG is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.