Receptionist, Administrative​/Clerical

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

The Virginia Values Veterans (V3) Program is an official Commonwealth of Virginia, Department of Veterans Services Program. (c) 2014.

Location: Fredericksburg, VA

Job :402

# of Openings:1

RECEPTIONIST

Hiring Range: $42,000 - $48,500

OVERVIEW

Davenport’s Fredericksburg 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

• 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

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 other category 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:

• Our motto of Building Wealth Together not only applies to our clients, but also to our…