Receptionist/Office Coordinator
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-03-12
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Administrative/Clerical
Office Administrator/ Coordinator, Virtual Assistant/ Remote Admin
Description
Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Receptionist/Office Coordinator. This is an opportunity for an intelligent, positive, and responsible person with high initiative, strong communication skills, meticulous attention to detail and a desire to learn.
As a Receptionist/Office Coordinator with Destination Wealth Management you will have the opportunity to work with a team of Certified Financial Planners, Traders, Research Analysts, and Client Service Associates to manage and service a high-net worth client base. You are the hub of all activities in the firm! This is your chance to get your foot in the door and gain experience with a private client wealth management firm.
Job Duties- Answer and screen incoming calls and emails
- Act as “concierge” to clients visiting the office
- Incoming and outgoing mail coordination
- Maintain office supplies including mailroom and kitchen
- Ad Hoc projects as assigned by your manager
- Organizing conference and meeting room booking
In office day Monday to Thursday. Work from home on Friday
Hours:
8:00AM to 5:00PM
- Strong initiative
- Excellent communication skills
- Able to demonstrate proactiveness
- Operate successfully in a fast-paced environment
- Ability to manage time and resources effectively
- Enjoy being challenged
- Ability to think logically and problem solve
- Able to interact with clients and colleagues alike with a professional, respective attitude
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