Front Desk Receptionist

5 days ago

Carlsbad, United States IDA Wealth Full time

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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