Front Desk Receptionist

We are seeking a friendly, professional, and highly organized Front Desk Receptionist to be the face of our growing Wealth Management firm. The ideal candidate is outgoing, comfortable on the phone, tech-savvy, and enjoys supporting a team wherever needed. This role is perfect for someone who is proactive, a quick learner, and looking for long-term growth and stability with a company.

Responsibilities

• Welcome clients and visitors in a professional and friendly manner.
• Answer phones, manage email communications, and provide excellent client service.
• Manage Outlook calendars and assist with scheduling appointments.
• Make outbound calls to confirm seminar attendance and conduct follow-up communication.
• Support evening client seminars approximately 4 times per month.
• Order office supplies and maintain an organized front office.
• Provide administrative support to advisors and office staff as needed.
• Maintain client information and records using Salesforce.
• Assist with various projects and office tasks in both busy and slower-paced environments.

Qualifications

• Strong verbal and written communication skills.
• Professional phone etiquette and customer service experience.
• Proficient with Microsoft Office, especially Outlook.
• Experience with Salesforce preferred.
• Strong organizational and multitasking abilities.
• Self-starter who takes initiative and works independently.
• Positive attitude, outgoing personality, and willingness to learn.
• Not afraid to ask questions and jump in to help when needed.
• Must be able to pass a background check.
• Assist with marketing initiatives including seminar promotions, client communications, event coordination, email campaigns, and maintaining marketing materials. An interest in marketing and client engagement is highly desirable, along with a willingness to learn and support the firm's growth and outreach efforts.

We're looking for someone who wants to grow with our team, build a long-term career, and make a positive impact on our clients and office every day.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.