Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $65,000.00 - $75,000.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Discretionary incentive compensation
Professional development opportunities
Employee assistance program
Job Description
The hiring establishment is a prominent financial services firm known for delivering comprehensive wealth management and investment solutions to a sophisticated clientele. This company prides itself on a strong commitment to client service excellence, professionalism, and maintaining the highest standards of operational integrity. With a well-established presence, particularly in locations such as Newport Beach, the firm prioritizes cultivating meaningful relationships with clients and financial advisors, ensuring that every interaction is seamless and productive. As part of its team, the company offers a dynamic, fast-paced environment where precision, discretion, and exceptional organizational skills are highly valued.
This role is for a... Show More
This role is for a... Show More
Job Requirements
- High school diploma or equivalent
- previous experience in a customer-facing role
- excellent organizational skills
- strong verbal and written communication skills
- ability to handle confidential information
- multitasking ability
- willingness to learn and adapt
- punctuality and professionalism
Job Qualifications
- High school diploma or equivalent
- prior experience in a receptionist or administrative role preferred
- strong interpersonal and communication skills
- proficiency in Microsoft Office and scheduling software
- ability to multitask effectively
- knowledge of financial services industry is a plus
- customer service orientation
Job Duties
- Greet and assist clients and visitors to the branch providing exceptional service
- create strong partnerships cultivating relationships with clients and financial advisors
- coordinate branch office business meetings and maintain the branch calendar
- carry out cash management functions process securities and correspondence keep records
- maintain risk awareness and regulatory knowledge
- coordinate with the operations function
- support administrative tasks and handle client inquiries
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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