Receptionist - Wealth Management
Summary
Front desk work greeting clients, answering calls, scheduling, filing, mail, and office supply support. Full-time on-site Monday-Thursday with Friday ending at 1 PM; requires 1-3 years of reception/admin/customer service experience, Microsoft Office, and U.S. work authorization.
Highlights
- Work Arrangement
- On-Site
- Schedule
- Monday-Thursday full days; Friday until 1:00 PM; no weekends or evenings
- Experience
- 1-3 years in reception, administrative, or client-facing customer service
- Department
- Wealth management
- Equipment Provided
- Microsoft Office Suite proficiency required
- Type
- Full-Time
Job description
Front Desk
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
Join a boutique wealth management firm where you are the first impression for high-net-worth families - and where every Friday ends at 1:00 PM.
What you'll do
- Greet clients and guests at the front desk, delivering a polished, high-end hospitality experience from arrival to departure
- Answer, screen, and route incoming calls; manage the general inbox and ensure every message reaches the right person promptly
- Coordinate conference room setup and maintain a pristine, professional reception area throughout the day
- Support advisors with calendar scheduling, client meeting prep, document scanning, and filing
- Manage incoming and outgoing mail and courier packages
- Monitor office and kitchen supply inventory and place restocking orders before levels run low
- Assist with ad-hoc administrative projects as the advisory team's needs evolve
What you need
- 1-3 years of experience in a reception, administrative, or client-facing customer service role
- Clear, professional verbal and written communication skills with strong attention to detail
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Reliable, consistent attendance and a proactive approach to keeping the office running smoothly
Nice to have
- Prior experience in a financial services, legal, or other professional-services office environment
- Familiarity with scheduling or CRM software used in advisory practices
Pay & Schedule
- Pay: $25.00 per hour
- Type: Full-time, On-site position
- Schedule: Monday - Thursday (Full Days), Friday (Early dismissal at 1:00 PM)
- Balance: No weekends, no evenings, and a collaborative, low-stress boutique environment where contributions are recognized
About & how to apply
We are a close-knit, family-oriented wealth management firm focused on helping individuals and families build lasting financial security. We invest in the people who keep our office running - and that starts at the front desk.
Ready to apply? Submit your resume and a brief note about your reception or administrative background. We review applications on a rolling basis and aim to respond within five business days.
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 09/16/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.