Front Desk Receptionist - Wealth Management firm

Job Details Hybrid role; full-time office-based 3-4 days per week in office; salary $29–$41 per hour. Front Desk Receptionist for a wealth management and advisory firm situated in San Fernando Valley. Experience in an Accounting or financial services firm is required. 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 Assist with client onboarding Provide general administrative support to the office team Maintain a professional and welcoming environment for clients and colleagues Qualifications Prior receptionist, administrative or office support experience Prior experience in a CPA firm or professional services firm Experience with CRM, document management, or practice management software Associate’s or bachelor’s degree preferred Strong customer service experience High attention to detail Proficiency in Microsoft Office Benefits Competitive pay Medical, dental, and other benefits Full-time, permanent opportunity in a fast‑paced LA office Opportunity to build administrative, organizational, and office management skills This is a fantastic opportunity to contribute to a thriving office, gain valuable experience, and work full-time in the heart of Chicago for a short‑term assignment. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. #J-18808-Ljbffr Jobot