Job Title:

Front Desk & Administrative Coordinator -

Financial Services Location:

San Diego, CA (In-Office)

Job Type:

Part-Time / Full-Time (20-35 hours per week)

Pay:

$21.00-$26.00 per hour About Us We are an established financial advisory practice in San Diego seeking a polished, dependable, and highly organized Front Desk & Administrative Coordinator to join our team. We offer a professional, collaborative office environment with flexible schedule options ranging from 20 to 35 hours per week during normal business hours. This role is ideal for someone who enjoys interacting with clients, takes pride in delivering a premier firm experience, and excels at managing a variety of administrative responsibilities in a fast-paced setting. Key Responsibilities Serve as the primary point of contact for clients and visitors, both in person and over the phone. Greet clients and maintain a welcoming, professional office environment. Answer, screen, and route incoming calls and general inquiries. Coordinate calendars, client appointments, conference rooms, and meeting logistics. Manage incoming and outgoing mail, deliveries, document scanning, and digital organization. Maintain accurate client records and contact information within the firm's CRM system. Assist with routine data entry, office supplies inventory, vendor coordination, and general admin projects. Support advisors and team members with client events, mailings, and administrative tasks. Handle confidential client and business information with absolute discretion. Qualifications 2+ years of experience in reception, administrative support, client service, banking, medical/legal office, financial services, or a related professional environment. Excellent verbal and written communication skills with a professional, warm demeanor. Strong organizational skills, sharp attention to detail, and proven reliability. Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and comfortable learning new office software. Experience with CRM systems and financial services is helpful, but not required. Compensation & Benefits $21.00-$26.00 per hour

Schedule:

20 - 35 hours per week (Normal business hours, in-office)

• Employer retirement plan contributions

• Paid time off (PTO) and paid company holidays (based on eligibility and scheduled hours) How to Apply Please submit your resume along with a brief note detailing your relevant experience, your ideal weekly work schedule, and why you are interested in joining our financial services team.

Pay:

$21.00 - $26.00 per hour

Work Location:

In person