Front Desk Receptionist

Please read entire description before applying! Job Summary We are seeking a friendly and organized Receptionist to join our financial services team in La Jolla. This role is essential in ensuring smooth daily operations and providing excellent service to our clients and staff. Key Responsibilities In\-person Reception: Greet clients Maintain office supplies and organization Process mail Virtual Reception: Answer client phone calls and emails Schedule/coordinate office meetings Track and follow up with client requests Maintain detailed records of client communications using our CRM Event Planning: Plan and coordinate holiday parties, office social events, client appreciation events, etc. Required Qualifications Associates Degree or higher\ Excellent communication and interpersonal skills Strong organizational and multitasking abilities Ability to handle confidential information with discretion Adaptability and ability to learn new technology, including use of artificial intelligence Preferred Qualifications Spanish Language or Tagalog professional working proficiency Proficiency in using Microsoft Suite Products, especially Excel and OneNote Benefits Offered: 401(k) with 5% match Medical insurance Flexible Spending Account (FSA) 11 paid holidays (stock market closure days) 2 weeks paid time off (PTO) Life insurance options Employee Assistance Program (EAP) Access to on\-site gym facilities Opportunities for advancement\ About Us: We are a San Diego\-based financial advisory firm, specializing in managing retirement plans for not\-for\-profits and government agencies. Our clients are everyday heroes, and we take pride in serving the people who take care of our communities. Check out our website for more information: https://www.shorelightwealthgroup.com/ \Note from employer: An Associates degree or higher is required for this entry\-level position because we have a strong track record of internal promotions. This position is open because our current receptionist is being promoted to Operations, and our current Operations Lead is being promoted to Practice Manager for one of our financial advisors. We are looking for someone to grow their career with us. Application Process: To apply, please send your single\-page PDF resume containing an Objective Statement via Indeed. Note, we will not review applications with resumes longer than a single page and/or without an Objective Statement. Pay: $18\.00 \- $21\.00 per hour Benefits: 401(k) 401(k) matching Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Professional development assistance Retirement plan Application Question(s): Did you make sure to include your resume as a single page PDF with an objective section? Education: Associate (Required) Language: Spanish (Preferred) Tagalog (Preferred) * English (Required) Work Location: In person