Front Desk Representative

Lifetime Financial Growth; Columbus (OH); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

Lifetime Financial Growth is seeking a personable Front Desk Administrator to welcome guests and support daily office operations. This role handles policy owner services, coordinates with the home office, and assists advisors and clients with forms and service requests.

On-site, 8-hour shifts, with a focus on organization, confidentiality, and high-quality customer service across administrative, mail, and event activities.

Qualifications

• Front Desk Administrator role requirements: greet guests, maintain reception area, provide friendly service.
• Ability to answer and route calls, support office operations and maintain confidentiality.
• Coordinate with staff to support policy owner services and client communications.
• Strong organization and attention to detail for mail, supplies, and records.

Responsibilities

• 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 administrative point of contact for clients and process service requests.
• Assist advisors and clients with completing required forms and tracking open requests.
• Receive, sort, and distribute mail; coordinate with IT for new phone installation; manage office supplies.

Skills

Customer service

Front desk

Reception

Office administration

Phone handling

Job description

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.

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.

Front Desk & Guest Services

• 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

Policy Owner Services

• 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

Administrative & Office Support

• 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

Meetings & Events

• Assist with company-wide meetings, including attendance lists and in-house meeting setup
• Coordinate office social events such as holiday parties

Additional Duties

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

Schedule

• 8-hour shift
• In-person position (onsite required)

Benefits

• 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.