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Part Time Receptionist

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , San Diego

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Category:
Office Administration

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

We are seeking a professional, personable, and highly organized Part-Time Receptionist to support a well-established wealth management firm. This role is the first point of contact for clients and visitors and plays a key part in delivering a polished, high-touch client experience. The ideal candidate thrives in a client-facing environment and is comfortable supporting a fast-paced, detail-oriented office.

Job Responsibility:

  • Greet clients and visitors with professionalism and a welcoming demeanor
  • Answer and route incoming calls
  • respond to general inquiries or direct appropriately
  • Manage front desk operations and maintain a polished, organized reception area
  • Schedule client meetings and assist with calendar coordination for advisors
  • Support client intake processes, including collecting and organizing documentation
  • Handle incoming/outgoing mail, deliveries, and courier services
  • Assist with basic administrative tasks such as filing, scanning, and data entry
  • Maintain confidentiality of sensitive financial and client information at all times
  • Coordinate meeting room setup and ensure readiness for client appointments
  • Provide general office support to advisors and operations staff as needed

Requirements:

  • 1+ year of receptionist, front desk, or administrative experience preferred
  • Prior experience in financial services, wealth management, or professional services strongly preferred
  • Strong communication and interpersonal skills with a client-first mindset
  • Highly organized with strong attention to detail and follow-through
  • Comfortable handling confidential and sensitive information
  • Proficient with Microsoft Office Suite (Outlook, Word, Excel)
  • Professional appearance and demeanor
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 11, 2026

Employment Type:
Parttime
Work Type:
On-site work
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