Wealth Management Front Desk Coordinator - Hybrid

Jobot; Los Angeles (CA); Hybrid; 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

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.