Front Desk Receptionist
4 days ago
Position: Part-Time Receptionist
Company: Intelligence Driven Advisers (IDA)
Location: Carlsbad
Hours: 25-30 hours per week, Monday through Thursday, 8am to 3pm
About Us:
Intelligence Driven Advisers (IDA) is a leading wealth management firm dedicated to helping clients achieve true financial peace of mind. Our team of professionals combines personalized service with data-driven insights to provide financial solutions tailored to each client's needs. We pride ourselves on fostering a welcoming, professional, and client-focused environment.
Position Overview:
We are seeking a friendly, organized, and detail-oriented Part-Time Receptionist to be the first point of contact for our clients and visitors. The ideal candidate will ensure a positive experience for all who interact with IDA while providing essential administrative support to our team.
Key Responsibilities:
Client and Visitor Interaction:
- Greet clients and visitors with a warm, professional demeanor.
- Manage the reception area to ensure it remains welcoming, clean, and organized.
- Answer and direct phone calls promptly and courteously.
Administrative Support:
- Manage and schedule appointments using Calendly/Outlook.
- Assist in preparing documents, reports, and correspondence as needed.
- Sort and distribute incoming mail; handle outgoing mail and deliveries.
- Maintain office supplies inventory and coordinate orders as needed.
Team Collaboration:
- Provide administrative assistance to advisers and team members.
- Support event coordination, such as client meetings and seminars.
- Perform other duties as assigned to support the efficiency of the office.
Qualifications:
- Proven experience as a receptionist, administrative assistant, or similar role.
- Exceptional interpersonal and communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM systems is a plus.
- Strong organizational skills with attention to detail.
- Ability to handle multiple tasks efficiently and professionally.
- Dependable, punctual, and able to maintain confidentiality.
Why Join IDA?
- Opportunity to work with a dynamic and supportive team.
- Flexible part-time hours.
- Exposure to a professional financial services environment.
To Apply:
Please send your resume and a brief cover letter to Ashley Olson (ashley.olson@idawealth.com) with the subject line "Part-Time Receptionist Application." Applications will be reviewed on a rolling basis. We look forward to welcoming a new team member who shares our commitment to excellence and client care
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