Client Experience Receptionist & Office Operations

HCR Wealth Advisors, LLC; California; On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Employee lunch

Job summary

HCR Wealth Advisors, LLC is seeking a Receptionist to be the first face and voice for clients and guests. This in-office role supports the Client Service & Operations team, routes calls, handles errands, and helps keep the office running smoothly while advisors focus on client service.

You will manage front desk tasks, open/close the office, coordinate meeting rooms, handle mail, and assist with office operations and special requests.

Qualifications

• One or more years in reception, office administration or another client-facing role.
• A warm, polished, professional presence in person and on the phone.
• Proficiency with Microsoft Outlook, Word and Excel, and comfort learning new software.
• Strong organization and the ability to juggle interruptions and shifting priorities calmly.
• Discretion with confidential client information.
• A dependable self-starter who takes initiative and pitches in where needed.
• Ability to run occasional local errands.

Responsibilities

• Front desk and visitors: greet clients, guests, vendors and delivery people; sign for packages; coordinate visitor access.
• Opening and closing: open and close the office at the start and end of each business day.
• Phones: answer and route calls with a warm transfer or to voicemail; take messages.
• Conference rooms and meetings: manage calendar and set up rooms; provide refreshments.
• Mail and deliveries: sort, distribute, and prepare outgoing mail and packages.
• Office operations: stock supplies, coordinate meals and coffee orders, maintain tidy spaces.
• Building life: coordinate rent/payments and office celebrations; assist advisors as needed.
• Advisor errands: handle errands and ad hoc projects as they arise.
• Scanning and support: scan documents and support CS & Operations as needed.
• Process and escalation: keep SOPs current and escalate issues as required.

Skills

Customer service

Communication

Organization

Discretion

Tools

Microsoft 365

Zoom

Office equipment mgmt

Job description

HCR Wealth Advisors, LLC is seeking a Receptionist to be the first face and voice for clients and guests. This in-office role supports the Client Service & Operations team, routes calls, handles errands, and helps keep the office running smoothly while advisors focus on client service.

You will manage front desk tasks, open/close the office, coordinate meeting rooms, handle mail, and assist with office operations and special requests.