Receptionist/Office Assistant

Receptionist/Office Assistant Wealth Compass Financial Escondido, CA Job Details Full-time $22 - $25 an hour 6 hours ago Benefits Paid holidays Health insurance Dental insurance 401(k) Paid time off On-the-job training Vision insurance 401(k) matching Employee discount Qualifications English Administrative experience High school diploma or GED Attention to detail Clerical experience Appointment scheduling Full Job Description Receptionist/Office Assistant Are you a fast learner with a knack for organization and a heart for helping others? Do you thrive in a lively, fast-paced environment and love the feeling of checking things off your to-do list?

Who We Are:

We're not your typical accounting firm. Sure, we do taxes and bookkeeping—but our real mission is to take the stress out of the process and make our clients feel like family. Our office culture is friendly, flexible, and refreshingly down-to-earth (yes, even during tax season!). As our client base grows, so does our need for team players who are ready to grow with us and help us keep the good vibes—and good service—flowing.

What You'll Be Doing:

As our new Receptionist/Office Assistant, you'll be the friendly face (and voice) that keeps things running smoothly.

You'll:

Greet clients warmly in person and over the phone Help clients schedule appointments and navigate our easy-to-use software Keep our office organized and looking sharp Scan, file, and manage documents like a pro Support our team with day-to-day tasks and occasional projects Use email templates and scripts to respond to basic tax-related questions (don't worry, you don't need a tax degree—we'll train you!) Work with tools like Microsoft Office, Adobe Acrobat, TaxDome, and app-based software

You'll Love This Job If You:

Are tech-savvy and quick to learn new systems Have a great phone presence and love chatting with people Can juggle tasks with a smile Are reliable, detail-oriented, and self-motivated Enjoy being part of a team that works hard but knows how to have fun Can lift up to 20 lbs (occasional boxes or supplies)

The Details:

Full-Time Role:

In-office Monday to Friday 8:00-5:00

Busy Season Hours:

40-55 hrs/week (Jan-April), some Saturdays will be required

Pay:

$22-$25/hour

Perks & Benefits:

Paid time off and holidays Health, dental, and vision insurance 401(k) with matching Employee discounts Growth opportunities and on-the-job training

Requirements:

High school diploma or equivalent 1-2 years of general office and phone experience (preferred) English fluency In-office availability (remote work not available) If you're looking for more than just a job—and you love the idea of helping people, learning new things, and joining a team that treats you like family—we'd love to meet you! Apply today and bring your energy, organization, and personality to our team!

Job Type:

Full-time Pay:

$22.00 - $25.00 per hour

Benefits:

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

Work Location:

In person