Receptionist

DAVENPORT & CO LLC

Virginia Beach (VA)

On-site

USD 38,000 - 44,000

Full time

3 days ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

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 is one of the oldest employee-owned financial firms in the United States, which has thrived on a spirit of continuous improvement since 1863. Over the years Davenport has continuously attracted talented professionals of integrity with a wide range of experience and expertise who serve a broad base of individuals and families as well as municipalities, foundations, and institutions.

We are proud to foster a culture that has led us to be recognized as a best place to work year after year, and we’re always seeking competent, energetic individuals who share our passion for providing a high level of service that enhances the well-being of our clients, communities, and colleagues.

Davenport & Company LLC is an Equal Opportunity Employer

Open Positions

Location: Virginia Beach , VA

Job Id:401

# of Openings:1

RECEPTIONIST

Hiring Range: $38,000 - $44,000

OVERVIEW

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. 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.

Our commitment to you is a meaningful partnership and thoughtfully crafted benefits package, some of the highlights which include:

Financial Future and Stability

Our motto of Building Wealth Together not only applies to our clients, but also to our associates. Our retirement plan provides annual contributions of as much as 10% of eligible wages, without you contributing a penny.
Free financial advice, with low or waived Advisor fees for personal accounts
As an employee-owned firm, opportunity for equity ownership at certain levels
An on-site Health Center for employees and household members, with free or minimal-cost services
Choice in healthcare coverage with company HSA contributions
Telehealth services for medical and mental health

Well-Being and Work/Life Integration

Generous paid time off policy with no waiting period to use time
Free Employee Assistance Program and other support services
Disability and life insurance; maternity and paternity leave
Schedule flexibility and early close every Friday
Relaxed business dress code with business casual Fridays

Community and Corporate Responsibility

Opportunities for involvement in volunteer efforts and giving back to the community through Davenport Shares.

Davenport is committed to developing a workplace that includes associates of diverse backgrounds in order to utilize their experiences and talents to achieve our business goals. Davenport believes that an environment rich in associates with varying experiences and backgrounds enhances the performance of our organization.

Davenport shows its commitment to a diverse workplace by:

We foster an inclusive workplace culture without regard to race, color, religion, sex, age, national origin, disability, sexual orientation, gender identity, marital status, veteran’s status, pregnancy or childbirth related medical conditions, or any other non-merit fact.

We treat all applicants and employee associates equally which begins with recruitment and selection, and applies to compensation and benefits, professional development and training, transfers, social and volunteer programs and events, layoffs, and terminations.

Being an Industry Advocate

Davenport is a member of SIFMA’s Diversity & Inclusion Advisory Council, as well as a participant in the SIFMA Invest! program, which connects students at historically black colleges and universities and minority-serving institutions to career opportunities across capital markets.

Growing … TOGETHER

Teaching the Next Generation

Davenport is a founding job-partner for the Cristo Rey Richmond High School by providing industry exposure, tuition and work experience to high school students from underserved communities. We are also an active partner to Junior Achievement of Central Virginia (JA) and support the educational programs offered through this organization.

Our paid Summer Internship Program offers opportunities for diverse students to gain work experience and exposure to our industry as a consideration for future careers.

As an employee owned firm, Davenport & Company and our more than 400 associates have been giving back to the communities in which we live and work over the course of our 160+ year history. Through our community outreach program, Davenport Shares , we areproud to support local charitable 501(c)3 organizations that provide life-enhancing services in our neighborhoods through volunteer time.

Firm Recognition

For several years, we have been honored to receive recognition for our commitment to clients and our colleagues by several publications throughout Virginia and North Carolina:

Get your free, confidential resume review.

or drag and drop your file here.