Front Desk Receptionist - Wealth Management firm

Jobot; Los Angeles (CA); On-site; USD 39,950 - 56,481; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Competitive pay

Full-time opportunity

Job summary

Jobot is seeking a Front Desk Receptionist for a wealth management firm in Los Angeles. The role requires prior receptionist experience, preferably in a CPA firm, along with strong customer service skills and attention to detail. This hybrid position involves being in the office 3-4 days per week. Benefits include competitive pay, medical, dental, and opportunities for professional growth in a fast-paced environment.

Qualifications

• Prior receptionist, administrative or office support experience.
• Experience in a CPA or professional services firm.
• Strong customer service experience.

Responsibilities

• First point of contact for clients and visitors.
• Answer, screen, and direct incoming calls.
• Manage incoming and outgoing mail and packages.
• Collect, organize, and intake client tax documents.
• Maintain and update client records in the company CRM.
• Provide general administrative support to the office team.

Skills

Customer service

Attention to detail

Microsoft Office proficiency

Education

Associate’s or bachelor’s degree

Tools

CRM software

Document management software

Job description

Job Details

Hybrid role; full-time office-based 3-4 days per week in office; salary $29–$41 per hour.

Front Desk Receptionist for a wealth management and advisory firm situated in San Fernando Valley. Experience in an Accounting or financial services firm is required.

Responsibilities

• First point of contact for clients and visitors
• Answer, screen, and direct incoming calls
• Manage incoming and outgoing mail and packages
• Collect, organize, and intake client tax documents
• Maintain and update client records in the company CRM
• Assist with client onboarding
• Provide general administrative support to the office team
• Maintain a professional and welcoming environment for clients and colleagues

Qualifications

• Prior receptionist, administrative or office support experience
• Prior experience in a CPA firm or professional services firm
• Experience with CRM, document management, or practice management software
• Associate’s or bachelor’s degree preferred
• Strong customer service experience
• High attention to detail
• Proficiency in Microsoft Office

Benefits

• Competitive pay
• Medical, dental, and other benefits
• Full-time, permanent opportunity in a fast‑paced LA office
• Opportunity to build administrative, organizational, and office management skills

This is a fantastic opportunity to contribute to a thriving office, gain valuable experience, and work full-time in the heart of Chicago for a short‑term assignment.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.