Receptionist

Earned; Walnut Creek (CA); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Health insurance

401k + 5% match

Job summary

Earned is seeking a receptionist who will be the welcoming heartbeat of our Walnut Creek office, greeting clients either virtually or in person and setting a positive tone for every interaction.

You will coordinate meetings, support attorneys and staff with notes and travel arrangements, manage supplies, and maintain digital filing systems. A high school diploma, strong communication, and discretion are essential, with health insurance and a 401(k) match offered.

Qualifications

• High school diploma or GED required.
• Sharp eye for detail and ability to juggle calendars and calls.
• Warm, people-first approach to make others feel welcome.
• Clear, professional written and verbal communication.
• Proficient with Word, Excel, Google Docs, and standard office equipment.
• Ability to handle sensitive and confidential information.
• Legal office experience or strong eagerness to learn the legal industry.

Responsibilities

• Roll out the red carpet for clients and guests, creating a warm and professional first impression.
• Manage incoming calls with friendly, professional support.
• Coordinate meetings, conferences, and team calendars with expert scheduling skills.
• Support attorneys and staff with notes, reminders, and travel arrangements.
• Manage office supplies and maintain a well-stocked, organized workspace.
• Organize documents and maintain clean, accurate digital filing systems.
• Assist with light administrative tasks, occasional errands, and upkeep of shared spaces.

Skills

Attention to detail

Communication skills

Discretion

Calendar management

Customer orientation

Team support

Education

High school diploma or GED

Tools

Microsoft Word

Excel

Google Docs

Job description

At Earned, we are committed to fair and transparent compensation. Base salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level.

About DMC (an Earned company)

We’re not your average law firm. We specialize in serving healthcare professionals with a high standard of excellence—and we know how to have fun doing it. You’ll work with great people, meaningful clients, and enjoy room to grow professionally.

About Earned

Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.

We bring together tax, accounting, wealth management, insurance, and legal services under one platform not as a generic one-stop shop, but to deliver better advice through an integrated view of a doctor’s full financial life. Our differentiation is relationship-led, trust-based selling paired with disciplined execution across the ecosystem.

Earned manages $3.4B+ in assets, serves more than 20,000 clients, and is one of the fastest-growing doctor-focused platforms in the country. Backed by $200M of committed capital, we are scaling rapidly through acquisitions and organic growth across multiple service lines.

We are building this platform from the ground up, leveraging modern technology, data, and AI to simplify the client experience and make it easier for advisors and sales teams to deliver high-quality advice at scale. Operating across multiple service lines, acquired entities, and client entry points requires a highly disciplined yet relationship-driven go-to-market model that can scale without losing trust.

Join us as we build the future of financial services for doctors faster, smarter, and at scale.

Job Summary

As our receptionist, you’ll keep things running smoothly—and do it all with a smile! You’ll be the first person our clients meet (virtually or in person), and your energy sets the tone for the entire experience. We’re looking for a detail-oriented, people-first professional to be the welcoming face and steady heartbeat of our office.

Key Responsibilities

• Roll out the red carpet for clients and guests, creating a warm and professional first impression.
• Manage incoming calls with friendly, professional support.
• Coordinate meetings, conferences, and team calendars with expert scheduling skills.
• Support attorneys and staff with notes, reminders, and travel arrangements.
• Manage office supplies and maintain a well-stocked, organized workspace.
• Organize documents and maintain clean, accurate digital filing systems.
• Assist with light administrative tasks, occasional errands, and upkeep of shared spaces.

Key Requirements

• High school diploma or GED
• Sharp eye for detail with the ability to juggle calendars, calls, and daily tasks with ease
• Warm, people-first approach with a natural ability to make others feel welcome
• Clear, professional communication skills, both written and verbal
• Proficiency with Microsoft Word, Excel, Google Docs, and standard office equipment
• Ability to handle sensitive and confidential information with the utmost discretion
• Legal office experience, or a strong eagerness to learn the legal industry
• Comfortable with occasional errands and light upkeep to keep our space fresh and welcoming

Preferred Requirements

• Familiarity with legal documents or terminology
• Prior experience supporting a busy professional team
• Thrives in a dynamic environment where no two days look the same
• Employer-sponsored health insurance (medical, dental, vision)
• 401k + 5% match

Earned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individual’s job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.