Front Desk & Admin Assistant | Wealth Office (Riverside)

TEKsystems; Riverside (CA); On-site; USD 36,000 - 38,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Time off/ PTO

Job summary

TEKsystems in Riverside, CA is seeking an Administrative Assistant to be the first point of contact for clients and callers in a wealth management office. You will greet clients, screen calls, coordinate scheduling, and support two Financial Advisors and a Wealth Associate.

This onsite contract role requires maintaining reception areas, managing mail and documents, coordinating meetings, and assisting with office communications and events.

Qualifications

• Experience in financial services or wealth management office preferred.
• Event coordination experience is a plus.
• CRM experience and records management skills are desirable.

Responsibilities

• Greet clients, visitors and walk-ins, and answer phones.
• Screen, direct, and manage incoming calls and messages.
• Coordinate scheduling, contacts, and appointments for advisors.
• Maintain reception and conference rooms for advisor meetings.
• Process mail, deliveries, and office communications.
• Assist with office supplies, room logistics, and events.
• Support with data entry, filing, scanning, and archiving.

Skills

reception

front desk

professional phone

customer service

scheduling coordinating

organization

financial services

CRM

event coordination

mailroom

Job description

TEKsystems in Riverside, CA is seeking an Administrative Assistant to be the first point of contact for clients and callers in a wealth management office. You will greet clients, screen calls, coordinate scheduling, and support two Financial Advisors and a Wealth Associate.

This onsite contract role requires maintaining reception areas, managing mail and documents, coordinating meetings, and assisting with office communications and events.