Reception and Operations Coordinator

CreativeOne; Leawood (KS); On-site; USD 17,000 - 25,000; Part time

Job summary

CreativeOne in Overland Park, KS is seeking a part-time Reception and Operations Coordinator to greet visitors, answer calls, and support across the reception and administrative functions. This role reports to the Director, CDM and Manager of Annuity Services.

You will help with CRM data entry, carrier communications, office supply management, and facilities backup. The ideal candidate has at least three years as a receptionist and strong communication, organization, and confidentiality skills.

Qualifications

• At least three years of receptionist experience.
• Familiar with Microsoft Office Suite.
• Minimum high school diploma or equivalent.
• Familiarity with financial services is a bonus.
• Flexibility to handle tasks based on visitor schedule and facilities needs.

Responsibilities

• Greet clients and visitors warmly and professionally; maintain a positive first impression.
• Answer and direct incoming calls promptly and courteously.
• Maintain a clean and organized reception area, conference rooms, and kitchen.
• Review and assign agent requests and communications; assist with CRM entry.
• Order and manage office supplies; provide backup for Facility Supervisor.

Skills

Excellent service

Communication skills

Interpersonal skills

Attention to detail

Confidentiality

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

Title: Reception and Operations Coordinator

Department: Operations

Reports to: Director, CDM and Manager of Annuity Services

Status: Part-Time, Non-Exempt

Location: Onsite - Overland Park, KS

Elevate Your Career at CreativeOne!

Looking for a dynamic and rewarding career in financial services? Join us at CreativeOne, where we blend collaboration, innovation, and excellence to forge a path in the financial services industry. We pride ourselves on being a nationally recognized leader, devoted to empowering independent financial advisors with superior services.

We’re Building a Better Financial Future, Together

We take immense pride in our work and are in search of like-minded individuals who are eager to make a significant impact. If you’re ready to be a part of a team that’s shaping the future of financial services, we’d love to hear from you.

Position Summary:

Perform and supervise all reception area functions. Provide support to all areas of the reception area including answering incoming calls and greeting visitors.

Duties and Responsibilities include, but are not limited to:

Reception and Administrative Support

• Greet clients and visitors warmly and professionally, ensuring a positive first impression.
• Answer and direct incoming phone calls promptly and courteously.
• Maintain a clean and organized reception area, conference rooms, and kitchen.

Operations Support

• Review and assign agent requests, new applications, post issue items and communication received from carriers, as assigned
• Enter required information into the CreativeOne CRM, in a timely and thorough manner.

Facilities Support

• Assist with ordering and managing office supplies and refreshments.
• Serve as backup for Facility Supervisor as needed.

Critical Skills Sought

• Commitment to providing excellent service and desire to assume additional responsibilities.
• Strong written and oral communication skills.
• Strong interpersonal skills and ability to work effectively with different personalities.
• Respectful, enthusiastic and positive attitude.
• Professional presentation and demeanor.
• High attention to detail.
• Commitment to confidentiality.

Preferred Qualifications/Experience

• At least three years’ experience as a receptionist
• Must be familiar with Microsoft Office Suite
• Minimum high school diploma or equivalent
• Familiarity with financial services (bonus but not required)
• Flexibility to complete tasks as assigned given visitor schedule and facilities needs

Demonstrate and Represent Our Core Values

• Provide Unreasonably Excellent Service
• Love What We Do
• Act With Integrity
• Collaborate Courageously
• Evolve With Purpose

About CreativeOne

CreativeOne is an industry-leading marketing and consulting firm that helps independent financial advisors grow their businesses. We combine deep financial expertise with full-service creative and media capabilities, delivering tailored marketing that drives measurable growth. With over 40 years of innovation behind us, we’re building the next generation of advisor marketing—and we’re looking for top talent to help lead the way.

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job‑related instructions and be required to perform other job‑related duties requested by their supervisor. All requirements are subject to modification to provide reasonable accommodation to qualified individuals with disabilities.

CreativeOne provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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 federal, state, or local laws.