Front Desk Administrator

About the Company

Our client, a well-established wealth management firm, is seeking a professional and organized Front Desk Administrator to serve as the first point of contact for clients and visitors. This role requires strong communication skills, a client-focused demeanor, and the ability to manage both administrative and front-office responsibilities in a fast-paced, professional environment.

Key Responsibilities

• Client Reception: Greet clients and visitors with professionalism, ensuring a welcoming and client-focused experience.
• Front Desk Management: Answer and route phone calls, manage incoming/outgoing mail, and maintain a polished and organized reception area.
• Scheduling & Coordination: Assist with managing calendars, scheduling client meetings, and coordinating conference room bookings.
• Administrative Support: Provide general administrative assistance to advisors and office staff, including preparing documents, processing forms, and updating client files.
• Meeting Preparation: Support client meetings by preparing agendas, printing materials, and setting up meeting spaces.
• Recordkeeping: Maintain accurate logs, update databases and CRM systems, and ensure client information is current and secure.
• Office Operations: Order office supplies, coordinate vendor services, and assist with special projects as needed.
• Confidentiality & Compliance: Handle sensitive financial information with discretion, ensuring compliance with industry regulations and company policies.

Qualifications

• 2+ years of experience in an administrative, receptionist, or front desk role; experience in financial services or professional services environment preferred.
• Strong interpersonal and communication skills, with a polished, professional presentation.
• Excellent organizational skills and attention to detail.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and ability to learn CRM software.
• Ability to multitask, prioritize, and remain composed under pressure.
• Discretion and professionalism in handling confidential information.

Information :

• Company : Salesforce
• Position : Front Desk Administrator
• Location : La Jolla, CA
• Country : US