Receptionist - Wealth Management at Roth Staffing Companies in Carlsbad, California

Job Description:

Position Overview



This should be a dedicated individual to provide operational support to advisors and enhance their clients experience. This role involves managing schedules, coordinating events, and facilitating communication within the team.



Key Responsibilities

• Oversee daily operational support for advisors.


• Schedule and confirm client appointments with professionalism.


• Organize and host monthly workshops and seminars during evening hours.


• Act as the first point of contact by answering phones and warmly greeting clients.


• Handle various office tasks, including supply management and document filing.


• Foster strong client relationships through proactive communication.

Qualifications

• Strong attention to detail with the ability to manage calendars and tasks effectively.


• Friendly and approachable demeanor, capable of engaging with clients and colleagues.


• Highly organized, with a focus on seeing projects through to completion.


• Excellent communication skills to keep the team informed and aligned.


• 
  Previous experience in customer service or administrative roles is preferred.
  

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions. Apply Now