Job DescriptionJob 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
