Front Desk & Admin Specialist - Wealth Services

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

Benefits offered by this job

Medical, dental & vision insurance

401(k) retirement plan

Life Insurance (voluntary)

Short and long-term disability

HSA (Health Savings Account)

Transportation benefits

Employee Assistance Program

Time Off (PTO, vacation, sick leave)

Job summary

TEKsystems is seeking a contract Front Desk/Administrative Professional in Riverside, CA. You will greet clients, manage calls, schedule appointments, and support office operations in a fast-paced wealth management environment.

This onsite role requires discretion, strong communication, and teamwork to ensure a smooth client experience. Responsibilities include calendar management, mail handling, event support, and maintaining records.

Qualifications

• Experience in financial services or wealth management office environment preferred.
• First point of contact for clients with professional demeanor and excellent communication.

Responsibilities

• Serve as the primary front desk contact greeting clients, visitors, and walk-ins.
• Answer, screen, and direct incoming calls and messages.
• Manage scheduling and appointment coordination for advisors, including calendars and contact lists.
• Oversee conference room scheduling, setup, and readiness for meetings.
• Handle mail and deliveries and basic mailroom support.
• Perform general admin duties: filing, copying, scanning, data entry, archiving.
• Order, track, and maintain office supplies and equipment.
• Coordinate meeting logistics and support internal meetings and client-facing events.
• Assist with operational activities and office communications for advisors and team.
• Support records management and documentation accuracy.
• Collaborate with team on special projects and additional tasks.
• Provide front desk coverage Monday to Friday and ensure professional client service.
• Maintain a positive client experience and professional office atmosphere.

Skills

Front desk experience

Customer service

Phone management

Scheduling and calendars

Organization

Discretion with confidential info

Office etiquette

Meeting/events support

Records management

Tools

CRM systems

Microsoft Office (Outlook/Word/Excel)

Job description

TEKsystems is seeking a contract Front Desk/Administrative Professional in Riverside, CA. You will greet clients, manage calls, schedule appointments, and support office operations in a fast-paced wealth management environment.

This onsite role requires discretion, strong communication, and teamwork to ensure a smooth client experience. Responsibilities include calendar management, mail handling, event support, and maintaining records.