Receptionist / Office Coordinator at Destination Wealth Management – Walnut Creek, California

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 Include:

• 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

The ideal candidate for the position will possess the following qualifications:

• 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