Client Services Receptionist – Financial Office

DAVENPORT & CO LLC; Virginia Beach (VA); On-site; USD 38,000 - 44,000; Full time

Job summary

Davenport & Company LLC in Virginia Beach, VA is seeking a full-time Receptionist to be the first point of contact for clients and visitors in a financial office. You will handle calls, scheduling, filing, data entry, and documentation while upholding confidentiality and delivering excellent client service.

The role emphasizes strong organization, communication, and multitasking skills, with opportunities to contribute to daily branch operations and client support activities.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent communication and customer service skills.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Ability to learn and master computer programs that house customer data.
• Basic bookkeeping skills and record keeping ability.
• Ability to understand and adhere to industry rules and regulations.
• Interest in the Financial Services industry a plus.

Responsibilities

• Answering and routing phone calls
• Greeting clients and visitors
• Scheduling appointments and managing calendars
• Maintaining filing systems and client records
• Performing data entry and database updates
• Preparing correspondence and reports
• Processing incoming and outgoing mail
• Scanning, copying, and organizing documents
• Ordering office supplies and maintaining inventory
• Assisting with general office administration and client support activities

Skills

Organizational skills

Excellent communication

Customer service skills

Microsoft Outlook

Microsoft Word

Microsoft Excel

Learn new programs

Basic bookkeeping

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Davenport & Company LLC in Virginia Beach, VA is seeking a full-time Receptionist to be the first point of contact for clients and visitors in a financial office. You will handle calls, scheduling, filing, data entry, and documentation while upholding confidentiality and delivering excellent client service.

The role emphasizes strong organization, communication, and multitasking skills, with opportunities to contribute to daily branch operations and client support activities.