Front Desk Receptionist

Focus Financial Partners; Santa Monica (CA); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

Provident Financial Management in Santa Monica, CA, seeks an organized Front Desk Receptionist to support daily operations. You will greet visitors, answer calls, manage mail, and assist with invoices using Agillink, while maintaining confidentiality and professional communication with staff and clients.

Proficiency in Word, Excel, Outlook, and Teams is required, with 2+ years of front desk experience. The role is on-site, Monday to Friday, 8:00 a.m.–5:00 p.m., with some flexibility.

Qualifications

• 2+ years of administrative/front desk experience in a professional services environment preferred
• Intermediate to advanced proficiency in Microsoft Outlook, Word, Excel, and Teams
• Excellent organizational and time management skills with the ability to prioritize competing responsibilities
• Strong verbal and written communication skills
• High attention to detail and accuracy
• Ability to exercise sound judgment and maintain strict confidentiality
• Comfortable working in a fast-paced environment with changing priorities
• Professional demeanor with strong interpersonal skills and the ability to work effectively across all levels

Responsibilities

• Answering the telephone in an appropriate fashion, refer calls to the proper staff and take messages when necessary
• Assist with the sorting and opening of daily mail
• Assist with the scanning and payment of invoices in Agillink
• Assist supervisor in resolving equipment and building problems, using the building on-line ticketing system
• Maintain the company phone lists and client lists in excel
• Maintain the reception, conference rooms and lunchroom in an orderly manner and keep supplies stocked as needed
• Open the front desk in the morning and closing the office in the evening
• Process invoices
• Maintain the scheduling for all conference room and post meetings in outlook
• Receive deliveries and notify staff of deliveries received
• Screen visitors, telephone calls and incoming mail
• Manage parking passes for visitors

Skills

Outlook

Word

Excel

Teams

Phone etiquette

Communication

Tools

Agillink

Job description

Provident Financial Management is a premier business management firm based in Los Angeles, specializing in providing comprehensive tax, accounting, and financial management services to entertainers, musicians, and other high-net-worth clients. We pride ourselves on delivering exceptional client service while maintaining the highest standards of professionalism, discretion, and integrity.

We are seeking an organized, proactive, and detail-oriented Front Desk Receptionist who is responsible for performing clerical tasks within an office setting to support daily operations. Their duties include answering and transferring phone calls to employees, sorting and scanning of mail to employees and greeting visitors in a professional manner when they arrive for meetings.

You must possess excellent verbal and written communication skills, including a high degree of discretion and the ability to maintain confidentiality. Computer skills must include proficiency in Word, Excel and Outlook. support senior leadership and contribute to the day-to-day operations of our growing firm. This individual will play a key role in ensuring administrative processes run efficiently while providing exceptional support in a fast-paced, client-focused environment.

This position is based in our Santa Monica office and requires on-site attendance Monday through Friday. Standard business hours are 8:00 a.m. – 5:00 p.m., with some flexibility available.

Primary Responsibilities

The Executive Assistant will provide administrative and operational support to senior leadership while assisting with a variety of internal office functions. This role requires someone who can effectively manage multiple priorities, maintain strict confidentiality, and communicate professionally with both internal staff and clients.

Responsibilities include, but are not limited to:

• Answering the telephone in an appropriate fashion, refer calls to the proper staff and take messages when necessary
• Assist with the sorting and opening of daily mail
• Assist with the scanning and payment of invoices in Agillink
• Assist supervisor in resolving equipment and building problems, using the building on-line ticketing system
• Maintain the company phone lists and client lists in excel
• Maintain the reception, conference rooms and lunchroom in an orderly manner and keep supplies stocked as needed
• Open the front desk in the morning and cleaning up and closing the office in the evening
• Process invoices
• Maintain the scheduling for all conference room and post meetings in outlook
• Receive deliveries and notify staff of deliveries received
• Screen visitors, telephone calls and incoming mail
• Manage parking passes for visitors

Qualifications

• 2+ years of administrative/front desk experience in a professional services environment preferred
• Intermediate to advanced proficiency in Microsoft Outlook, Word, Excel, and Teams
• Excellent organizational and time management skills with the ability to prioritize competing responsibilities
• Strong verbal and written communication skills
• High attention to detail and accuracy
• Ability to exercise sound judgment and maintain strict confidentiality
• Comfortable working in a fast-paced environment with changing priorities
• Professional demeanor with strong interpersonal skills and the ability to work effectively with individuals across all levels of the organization

The ideal candidate is highly organized, adaptable, and thrives in a dynamic environment. They enjoy being the go-to person for administrative support, are comfortable managing multiple projects simultaneously, and take pride in producing high-quality work. This individual will quickly learn office policies, procedures, and team dynamics while becoming a trusted resource for both leadership and colleagues.

The annualized base pay range for this role is expected to be between $45,000-$55,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Provident Financial Management is part of the Focus Financial Partners’ network firm community. As part of the partnership, Provident remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn .

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail] .

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For California Applicants

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For Indiana Applicants

It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants

I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants

If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants

Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.