Front Desk Receptionist

Front Desk Receptionist (JN - Carlsbad, California

Salary: USD
45000 - USD
52000 per year

We are seeking a friendly, professional, and highly organized Front Desk Receptionist to be the face of our growing Wealth Management firm. The ideal candidate is outgoing, comfortable on the phone, tech-savvy, and enjoys supporting a team wherever needed. This role is perfect for someone who is proactive, a quick learner, and looking for long-term growth and stability with a company.

• Welcome clients and visitors in a professional and friendly manner.
• Answer phones, manage email communications, and provide excellent client service.
• Manage Outlook calendars and assist with scheduling appointments.
• Make outbound calls to confirm seminar attendance and conduct follow-up communication.
• Order office supplies and maintain an organized front office.
• Provide administrative support to advisors and office staff as needed.
• Maintain client information and records using Salesforce.
• Assist with various projects and office tasks in both busy and slower-paced environments.

• Strong verbal and written communication skills.
• Proficient with Microsoft Office, especially Outlook.
• Experience with Salesforce preferred.
• Strong organizational and multitasking abilities.
• Self-starter who takes initiative and works independently.
• Positive attitude, outgoing personality, and willingness to learn.
• Not afraid to ask questions and jump in to help when needed.
• Must be able to pass a background check.
• Assist with marketing initiatives including seminar promotions, client communications, event coordination, email campaigns, and maintaining marketing materials. An interest in marketing and client engagement is highly desirable, along with a willingness to learn and support the firm's growth and outreach efforts.

We're looking for someone who wants to grow with our team, build a long-term career, and make a positive impact on our clients and office every day.