Receptionist, Administrative​/Clerical

Location:

Roseville, CA

Schedule:

Full-time, Monday-Friday, 8:00 AM-5:00 PM
Pay: $18.00-$22.00 per hour, DOE (Depending on Experience)

We are seeking a friendly, professional, and detail-oriented Receptionist to join our growing financial services firm in Roseville. The ideal candidate will serve as the first point of contact for clients, providing exceptional customer service while supporting daily office operations. This position requires strong organizational skills, scheduling experience, and the ability to maintain a professional and welcoming environment.

• Greet clients and visitors in a friendly and professional manner
• Answer and direct incoming phone calls
• Schedule and confirm client appointments
• Maintain advisors' calendars and assist with scheduling coordination
• Provide exceptional customer service and support to clients
• Manage incoming and outgoing mail and packages
• Assist with administrative tasks, filing, data entry, and document organization
• Maintain a clean and professional reception area
• Support office staff with various administrative duties as needed
• Handle confidential client information with discretion and professionalism

• Previous receptionist, administrative assistant, or front desk experience required
• Prior scheduling and calendar management experience required
• Exceptional customer service and communication skills
• Strong attention to detail and organizational abilities
• Proficiency with Microsoft Office (Outlook, Word, Excel)
• Ability to multitask in a fast-paced office environment
• Professional appearance and demeanor
• Experience in the financial services, banking, insurance, or wealth management industry is highly preferred

The successful candidate is dependable, personable, and committed to delivering a superior client experience. If you enjoy working with people, staying organized, and being a key contributor to a professional office environment, we'd love to hear from you.