Receptionist

Davenport & Co.; Virginia Beach (VA); On-site; USD 28,000 - 38,000; Full time

Job summary

Davenport & Company LLC is seeking a full-time Receptionist at our Virginia Beach Branch. The role serves as the first contact for clients and visitors, handling clerical tasks, data entry, scheduling, and broad office support to ensure efficient daily operations.

Ideal candidates will demonstrate strong organizational and customer service skills, proficiency with Microsoft Office, and basic bookkeeping knowledge within a financial services environment.

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

Strong organizational skills

Attention to detail

Excellent communication

Customer service skills

Proficiency in Microsoft Outlook

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Software learning ability

Basic bookkeeping skills

Knowledge of industry rules and regs

Interest in Financial Services

Education

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Davenport’s Virginia Beach Branch is seeking a full-time Receptionist. The ideal candidate serves as the first point of contact for clients and visitors in a financial office while performing a variety of clerical, administrative, and customer service duties. This includes managing incoming calls, scheduling meetings, maintaining client records, preparing, and processing paperwork, handling correspondence, and supporting branch daily office operation; Ensuring accurate data entry, filing, document management, mail distribution, and office organization while maintaining confidentiality of sensitive client information; And providing exceptional client service and contributes to the efficient operation of the office through strong organizational, communication, and multitasking skills.

RESPONSIBILITIES:

Responsibilities of this position include, but are not limited to:

• 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

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

SALARY & BENEFITS

We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, Paid Time Off and elective dental benefits.

• safe harbor 401(k) contribution
• profit sharing plan
• disability and life insurance
• high deductible health plan with an HSA
• Paid Time Off
• elective dental benefits

We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER

Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any othercategory protected by federal, state and/or local laws.