Receptionist

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

The Receptionist is the first face and voice of HCR Wealth Advisors. You welcome clients and guests, route calls, keep the office running smoothly, and handle errands and special requests for advisors. You also support the Client Service & Operations team as needed. Your work gives clients a warm first impression and lets advisors and the team stay focused on serving clients. There is plenty of room to grow at HCR, and starting as our Receptionist opens up many opportunities in the wealth management industry. This is a fully in-office position with no work from home option.

Responsibilities

• Front desk and visitors: Greet clients, guests, vendors and delivery people; sign for packages. Share the daily appointment schedule with building security and coordinate visitor access.
• Opening and closing: Open and close the office at the beginning and end of each business day.
• Phones: Answer and route calls with a warm transfer, or to voicemail when someone is unavailable. Take messages and make sure they reach the right person.
• Conference rooms and meetings: Manage the conference room calendar and set up rooms for meetings. Offer refreshments and make copies and scans during client meetings; watch for advisors who need help.
• Mail and deliveries: Receive, sort and distribute incoming mail, FedEx and UPS. Prepare outgoing mail and overnight packages as directed by the Client Service & Operations team; order postage and make mailroom runs. Mail client cards and gifts prepared by the Client Service & Operations team.
• Office operations: Keep supplies, snacks and the kitchen stocked; coordinate office lunches and coffee orders; keep conference rooms, the copy room and the kitchen tidy. Schedule shred bin pickups. Coordinate with service technicians for regular maintenance of printers, copiers and scanners, and report any issues.
• Building and office life: Work with the building office on rent and parking payments, validations and repair calls. Plan staff birthdays and office celebrations, and assemble the quarterly HCR brochures for advisors.
• Advisor errands and requests: Handle errands and special requests for advisors as they arise, and support advisors on ad hoc projects.
• Scanning and support: Scan incoming documents. Support the Client Service & Operations team as needed.
• Process and escalation: Keep front office SOPs and checklists current. Escalate issues to the Office Manager. Client Service & Operations covers phones and mail when you are out.

Qualifications

• One or more years in reception, office administration or another client-facing role; financial services experience is a plus.
• A warm, polished, professional presence in person and on the phone.
• Proficiency with Microsoft Outlook, Word and Excel, and comfort learning new software and phone systems.
• 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.

Tools

Microsoft 365 (Outlook, Word, Excel), Zoom (video and phone), the conference room calendar, and office equipment including printers, copiers and scanners.

Working at HCR

Come grow with us! At HCR, you will join our close-knit team where we take care of our people and truly care about our clients. We offer competitive benefits, including health insurance, a 401(k) with company match, and paid time off. Every month we come together for an employee lunch. Your work matters here, and with real room to grow - HCR is a great place to build your career.