Job Description
Pointwealth Capital Management – Receptionist
This position is for a Receptionist for a boutique wealth management firm located in Encino. Compensation is commensurate with experience.
We are a boutique investment firm located in Encino and we serve clients across the country. This role will be 100% in the office.
Personal qualities you should have:
· Great team attitude
· Strong ethical character
· Organized and detail-oriented
· High level of accuracy
· Excel at multi-tasking and prioritization
· Great communication skills
· Being coachable and having a “no task is too small” mentality
Responsibilities:
· Calendar management and scheduling meetings with clients and outside vendors
· Order lunch, office supplies, snacks, Christmas gifts, and other items when needed
· Talk with and provide a high level of hospitality with clients when they are in the office
· Send birthday cards to clients
· Plan 2-3 large events per year
Requirements:
- Ability to work in a fast-paced environment with high attention to detail
- Superior communications skills, both oral and written; effective interpersonal skills
- Ability to work well independently and within a team environment
Job Type: Full-time
Pay: Hourly from $19+/hour
Schedule:
- Full-time; 8 hours/day, 5 days/week
Experience:
- Client service: 3 years (Required)
Ability to Commute:
- Los Angeles, CA 91436 (Required)
Ability to Relocate:
- Los Angeles, CA 91436: Relocate before starting work (Required)
- Work Location: In person