Front Desk Receptionist – Director of First Impressions
Financial Services, Wealth Management Firm (UTC, La Jolla)
Schedule: Part Time, Tuesday – Thursday, 8:30 am - 4:30 pm
Compensation & Benefits: Pay range: $26.50 / hour
Employment Type: Part-time
A premier wealth management firm is looking for a new team member. If you are a person who thrives on providing a world-class client experience and takes pride in being the first point of contact in a professional office setting, Castle Coast Wealth may be a fit for you.
Castle Coast Wealth seeks a highly organized, motivated, and service-minded Front Desk Receptionist to join our growing financial planning and wealth management firm.
Key Responsibilities:
· Greet clients and visitors with warmth and professionalism
· Manage the office calendar with exceptional attention to detail and organization
· Schedule client annual review meetings
· Support advisors in administrative tasks involving client accounts and planning
· Assist clients by offering and preparing refreshments
· Maintain a positive, polished demeanor that reflects our firm’s culture
· Perform additional administrative tasks as needed to support office operations
About Castle Coast Wealth:
Castle Coast Wealth is a comprehensive financial planning firm based in Southern California. We manage over $400 million in client assets, serving high-net-worth clients through a unique and comprehensive approach to wealth management. We pride ourselves on fostering a respectful, team-oriented workplace and building long-lasting client relationships.
What We’re Looking For:
· Minimum of 3 years of administrative or customer service experience
· A natural communicator who enjoys working in an office with clients both in person and over the phone
· Detail-oriented and self-motivated with a passion for delivering excellent service
· Professional appearance and the ability to contribute to our close-knit team culture
Ready to join our team? If you would excel in this role, send your resume to apply@castlecoast.com to be considered for the position.