Receptionist for Financial Services Group

Palm Desert, CA 92260

Posted: 01/12/2021 Industry: Admin/Clerical Job Number: 1533711 Pay Rate: $14

Job Description

Our client, a local Financial Services office, is seeking a Receptionist. The Receptionist is responsible for the professional and efficient managing of visitors, vendors, telephone calls, and messages, as well as a variety of clerical duties that support office services and the presentation of a professional office. If you have great communication skills, are extremely professional with a strong focus on customer service, then you may be right for this position.

Job Duties
Manage inbound calls
Manage multi-line phone system and voicemail
Apply critical thinking to route calls correctly and effectively
Greet clients and assist with office visits
Take accurate messages and relay them accordingly
Maintain office meeting conference room calendars
Receives and processes shipments and mail
Provides general administrative support to the office as needed

Qualifications
Experience in answering multi-line phone system
Excellent verbal and written communication skills with strong customer service skills
Proficiency in Microsoft Office Suite
Must be well-organized, accurate, and detail-oriented
Ability to multi-task, work under pressure, and meet deadlines
Ability to grow and adapt with changes within the position, as well as the organization
Ability to interact with all levels of staff
Previous Office Assistant/Receptionist experience in the financial industry, a plus


Pay rate $14/$15HR

Meet Your Recruiter

Angela Wingfield
Office Administrator

Angela has over 20 years’ experience in the field of legal, administrative, and personal services in the business and hospitality industry.  Her skills also include customer service, non-profit fundraising, membership development and management of rental properties that include long term residential leases and short-term vacation leases.  Angela’s expertise includes preparing leases, keeping track of rental payments, scheduling maintenance and repairs as needed.

Angela joined the Proper Solutions team in 2016 as Administrative Coordinator and quickly promoted to the role of Office Administrator.

Community service is very important to Angela and she sincerely believes in Rotary’s motto “Service Above Self”.  Angela was a member of the Palm Desert Rotary Club for over 18 years where she planned and coordinated their annual golf tournaments, pancake breakfast and numerous fund raising events.

Angela currently serves on the Board of The Pendleton Foundation, a non-profit organization that is dedicated to helping meet the financial needs of Coachella Valley residents suffering from Cancer.

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