Make a Difference from the Front Desk - and Beyond Golden Summit Wealth is looking for a polished, proactive, and detail-oriented professional to join our Pleasanton headquarters as a Receptionist & Investment/Annuity Coordinator . This is a unique dual-capacity role for someone who enjoys being the welcoming face of an office while also taking ownership of important operational responsibilities behind the scenes. You'll help keep our Pleasanton office running smoothly while supporting advisors with the accurate and timely coordination of investment and annuity business. The right person is organized, professional, service-minded, comfortable juggling multiple priorities, and interested in building their knowledge within the financial services industry. What You'll Do Investment & Annuity Coordination Process investment and annuity applications and supporting documentation in accordance with established procedures and compliance requirements. Review submissions for completeness and accuracy and communicate outstanding requirements to advisors. Communicate with advisors within 24 hours of receiving new applications. Track pending business, account openings, outstanding requirements, and commission status. Coordinate with Home Office partners and internal departments to resolve application and service-related issues. Maintain accurate business tracking and workflow records within Salesforce. Assist advisors with operational questions and service requests. Develop in investment and annuity product and process knowledge to become a dependable resource for advisors and internal staff. Identify opportunities to improve workflows, efficiency, and the advisor experience. Reception & Office Coordination Serve as a welcoming first point of contact for advisors, clients, visitors, vendors, and business partners. Answer, screen, and route incoming calls professionally and promptly. Maintain an organized and professional reception area, conference rooms, and shared office spaces. Coordinate mail, deliveries, office supplies, facility requests, and other daily office needs. Assist with meeting and conference room scheduling through our internal reservation system. Support advisor and employee onboarding and offboarding with assigned tasks through Salesforce. Maintain accurate office access and occupancy records. Provide administrative and operational support across departments as needed. What We're Looking For 2+ years of professional experience in financial services, office administration, operations, customer service, or a related environment. Strong organizational and time-management skills with exceptional attention to detail. Professional, approachable, and confident communication skills. Ability to manage multiple priorities and follow through on responsibilities. Strong judgment and ability to handle confidential information appropriately. Proficiency with Microsoft Office, including Outlook, Word, and Excel. Comfortable learning CRM, workflow, and other business technology platforms. Associate or bachelor's degree Financial services, investment/annuity operations, CRM/workflow management, or experience supporting financial advisors is a plus. Why Join Golden Summit Wealth? This is more than a traditional front desk position. You'll play an important role in both the day-to-day experience of our Pleasanton office and the operational support we provide to our financial professionals. You'll work alongside a collaborative team that values professionalism, accountability, continuous improvement, and exceptional service. For someone interested in financial services, this role also provides an opportunity to expand your industry knowledge while taking on meaningful operational responsibilities. Ready to bring your organization, initiative, and service mindset to Golden Summit Wealth? We'd love to hear from you. This job description is intended to describe the general nature and level of work performed and is not an exhaustive list of responsibilities, duties, or qualifications. Additional duties and responsibilities may be assigned as business needs evolve.

Job Type:

Full-time Pay:

$26.00 - $32.00 per hour

Benefits:

401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance

Experience:

Customer support: 1 year (Required) Financial services: 1 year (Required) Ability to

Commute:

Pleasanton, CA 94566 (Required)

Work Location:

In person