Are you ready to be the welcoming face of a growing financial planning and investment firm?
Do you thrive in a professional, fast-paced environment where your communication and organizational skills make a real impact? Plus, enjoy working in a prime Huntington Beach office location!
Our client is experiencing rapid growth, specializing in financial services for retirees, and we’re looking for a dynamic Receptionist to join their team. This is your chance to be the first point of contact for clients, providing an exceptional customer experience both in person and over the phone.
The Receptionist will:
Do you thrive in a professional, fast-paced environment where your communication and organizational skills make a real impact? Plus, enjoy working in a prime Huntington Beach office location!
Our client is experiencing rapid growth, specializing in financial services for retirees, and we’re looking for a dynamic Receptionist to join their team. This is your chance to be the first point of contact for clients, providing an exceptional customer experience both in person and over the phone.
The Receptionist will:
- Greet clients with warmth and professionalism, ensuring they feel valued and welcome.
- Manage incoming calls, directing them efficiently and professionally.
- Handle client communications and appointment scheduling, keeping agendas organized.
- Assist with paperwork processing using DocuSign.
- Support event coordination and office operations to keep things running smoothly.
- Exceptional verbal and written communication skills.
- Strong organizational abilities with an eye for detail.
- A polished, professional, and confident demeanor – in person and over the phone.
- A passion for providing outstanding client service.
- Interest in the financial industry is a plus!
