Job Details

About the Role

We are seeking a personable, organized, and dependable Front Desk Administrator to serve as the first point of contact for guests while supporting daily office operations and providing policy owner services. This role helps maintain a welcoming environment, ensures smooth office functionality, and assists clients and the home office with servicing in-force insurance business.

Responsibilities

· Greet all guests and create a positive first impression.

· Answer and direct incoming phone calls to appropriate staff.

· Maintain the appearance and organization of the reception area and public spaces

· Serve as an administrative point of contact for clients regarding in-force insurance policies.

· Communicate with the home office to process service requests.

· Assist with completing required forms and ensure accurate documentation is submitted.

· Track open service requests and follow up to ensure timely resolution.

· Maintain confidentiality and accuracy when handling client information.

· Support advisors and internal teams on policy-related needs.

· Receive, sort, and distribute incoming mail.

· Prepare UPS and other outgoing mailings for office personnel.

· Maintain internal phone lists, email lists, and personnel directories.

· Coordinate with IT for new phone installation.

· Order and maintain office supplies as needed.

· Provide monthly invoices to the appropriate department.

· Contact copier vendors for toner replacement or maintenance issues.

· Receive vendor invoices and submit them for payment.

· Organize company-wide meetings, including attendance lists and in-house meeting setup.

· Coordinate office social events such as holiday parties.

· Cross-train with other staff members and provide backup support as needed.

Company Description

Lifetime Financial Growth is a privately owned wealth management firm dedicated to helping clients achieve and protect their financial goals. Leveraging one of the most comprehensive financial product platforms, the firm designs customized strategies tailored to each client's vision for their future. As an agency of The Guardian Life Insurance Company of America, Lifetime Financial Growth adheres to high standards of service and professionalism. Headquartered in Pittsburgh, PA, the firm serves clients with a focus on impactful wealth planning and management.