Receptionist

Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Since opening in 2006, we have organically grown to almost $6 B in AUM through steady referrals from our clients and business partners. Our goal is to get to $10B in the next two years and to continue opening offices across the country.

We are seeking an energetic Receptionist for our Newport Beach office who can support company operations by organizing and executing day-to-day office needs. Experienced in handling a wide range of administrative support related tasks and able to work independently with little or no supervision. Well organized, flexible, and enjoy the challenges of supporting a fast-pace office of diverse people.

Facilities

• Maintains inventory of office and kitchen supplies; orders new supplies as needed
• Ensures conference rooms are prepped, clean, and ready for client meetings
• Maintains the office condition and submitting repair, maintenance & design requests
• Acts as person of contact for building management and relays essential information to the team

Client/customer service

• Greets and assists clients and visitors

Administrative

• Answering phones
• Sorting and distributing mail
• Handling all outgoing mail & shipping requests
• Maintains office files and implements efficient systems for filing and records according to company compliance regulations
• Scanning in documents
• Printing materials as needed for advisors and team

Requirements

• 2-3 years receptionist experience in a professional office setting
• Intermediate level with Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Demonstrated ability to build trust and build relationships
• Ability to take direction and wear many hats in a team environment with a warm, engaging and professional demeanor
• Expeditious, timely, reliable, and courteous service to client needs
• Demonstrated ability to think independently and proactively anticipate and address upcoming needs
• Strong organizational skills and attention to detail
• Excellent verbal and written communication skills
• Excellent interpersonal and customer service skills
• Proven ability to function effectively under occasional pressure with changing priorities, minimal direction, and time-sensitive deadlines
• Detail oriented, with strong organizational and analytical skills

Benefits

• Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
• 401(k) Plan with match
• Paid parental leave after one year of employment
• Pre-tax commuter benefit account

Our Culture

We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high performance, no-excuse team of professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.

Job Type: Full-time

Pay: $40,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• San Francisco, CA 94104: Relocate before starting work (Required)

Work Location: In person