Receptionist/Office Coordinator
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-10
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Administrative/Clerical
Office Administrator/ Coordinator
Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Receptionist/Office Coordinator. This is an opportunity for an intelligent, positive, and responsible person with high initiative, strong communication skills, meticulous attention to detail and a desire to learn.
As a Receptionist/Office Coordinator with Destination Wealth Management, you will have the opportunity to work with a team of Certified Financial Planners, Traders, Research Analysts, and Client Service Associates to manage and service a high‑net‑worth client base. You are the hub of all activities in the firm and can gain experience with a private client wealth management firm.
Responsibilities- Answer and screen incoming calls and emails
- Act as concierge to clients visiting the office
- Coordinate incoming and outgoing mail
- Maintain office supplies, including mailroom and kitchen
- Execute ad‑hoc projects as assigned by your manager
- Organize conference and meeting room bookings
In‑office days Monday to Thursday. Work from home on Friday.
Hours:
8:00 AM to 5:00 PM.
- Strong initiative
- Excellent communication skills
- Proactiveness
- Ability to operate successfully in a fast‑paced environment
- Effective time and resource management
- Enjoy being challenged
- Logical thinking and problem‑solving skills
- Professional, respectful attitude toward clients and colleagues
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