Receptionist - Financial Firm

Description Position Overview We are seeking a professional and highly organized Receptionist to serve as the first point of contact for our growing financial firm in La Jolla. This individual will provide exceptional client service while supporting the daily administrative operations of the office. The ideal candidate is detail-oriented, personable, and thrives in a professional, client-focused environment. Key Responsibilities + Greet clients and visitors with professionalism and warmth + Answer and direct incoming phone calls promptly and courteously + Schedule appointments and manage calendars for advisors + Maintain a clean, organized, and welcoming reception area + Process incoming and outgoing mail, packages, and deliveries + Assist with document preparation, scanning, filing, and data entry + Coordinate conference room scheduling and meeting logistics + Support administrative projects and office operations as needed + Maintain confidentiality of client information and company records Requirements Qualifications + Bachelor's degree required (Business Administration, Communications, Finance, or a related field preferred) + 1-3 years of receptionist, administrative, customer service, or office support experience + Excellent verbal and written communication skills + Strong organizational and multitasking abilities + Professional appearance and demeanor + Proficiency with Microsoft Office Suite (Outlook, Word, Excel) + Experience working in a professional services environment (financial services, legal, accounting, or similar) is preferred + Ability to handle confidential information with discretion Preferred Skills + Strong attention to detail + Positive, client-first attitude + Ability to prioritize tasks in a fast-paced environment + Experience with CRM systems is a plus TalentMatch® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .