<p>We are seeking a friendly and professional Receptionist to serve as the first point of contact for our organization. The ideal candidate will be organized, approachable, and dedicated to providing excellent customer service to visitors and internal team members.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Greet and assist visitors, clients, and team members in a courteous and efficient manner.</li><li>Answer and direct phone calls, take messages, and respond to general inquiries.</li><li>Manage the reception area by maintaining a welcoming, organized, and tidy environment.</li><li>Schedule appointments, coordinate meeting room bookings, and support daily office operations.</li><li>Assist with mail distribution, deliveries, and basic administrative tasks as needed.</li></ul><p><br></p>
<p>We are seeking an experienced Client Services Administrator to join a small but dynamic financial services team. The ideal candidate will combine strong communication and organizational skills with fluency supporting both classic administrative functions and process improvements. This role is integral to delivering excellent client experiences and boosting operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for client inquiries and account administration.</li><li>Maintain and update client records using CRM and financial management platforms.</li><li>Prepare required documentation for account openings, transfers, and client transactions.</li><li>Coordinate and schedule meetings, prepare agendas, and track follow-up actions.</li><li>Support workflow automation and cross-functional process improvement initiatives.</li><li>Assist with compliance and regulatory document management.</li><li>Act as a liaison between clients, advisors, and internal teams to ensure seamless service.</li><li>Manage confidential information with professionalism and discretion.</li></ul><p><br></p>
<p>Our company is seeking a reliable and professional Receptionist to join a tax-focused office in Mira Mesa, CA. As the first point of contact for clients, you will play a key role in creating a welcoming and efficient environment.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Answer and route incoming calls in a courteous and timely manner</li><li>Greet clients and visitors, ensuring a positive and professional first impression</li><li>Schedule appointments and maintain office calendars for tax professionals</li><li>Manage incoming and outgoing mail and deliveries</li><li>Assist with document organization, scanning, and filing</li><li>Maintain client confidentiality and uphold privacy policies</li><li>Support tax professionals with basic administrative projects as needed</li><li>Keep the reception area neat and organized</li></ul><p><br></p>
<p><strong>bout the Company</strong></p><p> Our client, a well-established financial services firm, is seeking a professional and detail-oriented Receptionist to serve as the first point of contact for clients, visitors, and internal staff. This role is critical to maintaining a polished front office environment and delivering a high level of client service consistent with a financial services setting.</p><p><strong>Key Responsibilities</strong></p><ul><li>Greet clients, visitors, and vendors in a courteous and professional manner</li><li>Manage a high-volume, multi-line phone system, including screening and directing incoming calls</li><li>Schedule and coordinate meetings, conference rooms, and appointments</li><li>Maintain a clean, organized, and professional reception and lobby area</li><li>Handle incoming and outgoing mail, deliveries, and courier services</li><li>Provide administrative support to advisors and office staff, including data entry, document preparation, and filing</li><li>Assist with client onboarding materials and general correspondence as needed</li><li>Maintain confidentiality of sensitive client and financial information at all times</li></ul><p><br></p>
<p>We are looking for a detail-oriented Service Coordinator to join our team in San Diego, California. In this contract position, you will play a key role in ensuring the accuracy and organization of service-related administrative tasks. This opportunity is ideal for someone who excels in communication, organization, and attention to detail, with a willingness to work within the fire protection industry.</p><p><br></p><p>Responsibilities:</p><p>• Process and send invoices to customers in a timely manner.</p><p>• Verify and organize service-related paperwork for accuracy before submission.</p><p>• Review and prepare data for billing purposes, ensuring all necessary information is included.</p><p>• Monitor alarm reports and inspection notes for compliance and accuracy.</p><p>• Distribute completed paperwork and reports to customers as needed.</p><p>• Upload inspection and compliance reports to relevant platforms.</p><p>• Maintain consistent communication with customers to address any administrative inquiries.</p><p>• Utilize and manage systems like Service Trade to streamline processes and maintain records.</p><p>• Ensure compliance with industry standards and company procedures across all administrative tasks.</p>
