Receptionist, Administrative​/Clerical

Job Description

Reports To:

Administrative Assistant

Duties and Responsibilities:

Front Desk Operations

• Greet and assist clients, visitors, and vendors in a courteous and professional manner.
• Answer, screen, and direct incoming phone calls using a multi-line phone system.
• Manage the reception area to ensure a clean, organized, and professional environment.
• Handle incoming and outgoing mail and courier deliveries.

Client and Office Support

• Schedule client appointments and manage the office calendar as directed.
• Assist with client intake by providing forms and collecting preliminary information.
• Maintain confidentiality and handle sensitive client information in accordance with company policies.

Administrative Support

• Provide clerical support to the Administrative Assistant and other team members as required.
• Assist in preparing documents, photocopying, scanning, filing, and data entry.
• Help coordinate meetings and prepare meeting rooms, materials, and refreshments.
• Order and maintain office supplies and breakroom stock as directed.

Other Duties

• Adhere to office protocols and procedures, ensuring compliance with company standards.
• Support basic operational needs of the brokerage, including record-keeping and organizing files.
• Participate in team meetings and contribute to process improvement discussions.
• Perform other tasks and duties as assigned by the Administrative Assistant.

Education & Experience:

• High school diploma or equivalent required; additional administrative training or coursework preferred.
• 1–2 years of reception or administrative experience in a professional office setting, preferably in the insurance, financial, or legal sector.
• Professional demeanor with strong interpersonal and communication skills.
• Proficient in Microsoft Office Suite (Word, Outlook, Excel).
• Ability to multitask, prioritize, and manage time effectively in a busy environment.
• Strong organizational skills and attention to detail.
• Dependable, punctual, and capable of handling confidential information with discretion.

Please see our company Benefits:

• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Compensation:

• USD 39,000 - USD 42,900 yearly
• $20.00 - 22.00/hr

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law.

Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies:
Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.