La Jolla, CA, 92038, USA
1 day ago
Front Desk Administrator
Description 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. Requirements 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. 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) .
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