ReceptionistAdministrative Specialist
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Job Location:
Novato, CA - USA
Hourly Salary:
$ 30 - 32
Posted on:
21 hours ago
Vacancies:
1 Vacancy
Job Summary
Receptionist/Administrative Specialist Temporary Novato $30 to $32/hour
Seeking a professional personable and discreet Receptionist/Administrative Specialist for an established and well-respected Financial Services firm. As part of a collaborative and tight knit team with the attitude that no job is too big or too small you will provide exemplary care and attention to clients both via phone and in-person and administrative support to advisors. Bonus: You will enjoy 3 day weekends with Fridays off.
Start date: Monday 5/11/26
Assignment length: 1 month possibility to extend to 2 months
Schedule: Monday Thursday 8:30am -5:00pm
Location: Onsite in office. Near SMART train.
Background: Must successfully pass a criminal fingerprinting/background check
Pay: $30 32/hour
Receptionist Responsibilities:
Answer phones and respond to email correspondence from prospective and existing clients
Provide key administrative support to the team
Compile organize assemble documents invoices
Perform general administrative tasks: filing scanning maintaining accurate files
Provide top notch service for discerning clientele via phone email and in-person
Enter update and maintain accurate records in CRM
Additional administrative projects as needed
Receptionist Qualifications:
Prior client service experience (financial services experience preferred)
Comfortable using technology with intermediate MS Office experience
CRM experience is highly desired. Redtail CRM experience is ideal
Excellent customer service and communication skills both by phone and email
Trustworthy dependable discreet
Required Experience:
IC
