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Job Title


Receptionist / Office Coordinator


Company : Destination Wealth Management


Location : Walnut Creek, CA


Created : 2026-04-20


Job Type : Full Time


Job Description

DescriptionDestination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Receptionist/Office Coordinator. This is an opportunity for an intelligent, positive, and responsible person with high initiative, strong communication skills, meticulous attention to detail and a desire to learn.As a Receptionist/Office Coordinator with Destination Wealth Management you will have the opportunity to work with a team of Certified Financial Planners, Traders, Research Analysts, and Client Service Associates to manage and service a high-net worth client base. You are the hub of all activities in the firm! This is your chance to get your foot in the door and gain experience with a private client wealth management firm.Job DutiesAnswer and screen incoming calls and emailsAct as "concierge" to clients visiting the officeIncoming and outgoing mail coordinationMaintain office supplies including mailroom and kitchenAd Hoc projects as assigned by your managerOrganizing conference and meeting room bookingIn office day Monday to Thursday. Work from home on FridayHours: 8:00AM to 5:00PMQualificationsStrong initiativeExcellent communication skillsAble to demonstrate proactivenessOperate successfully in a fast-paced environmentAbility to manage time and resources effectivelyEnjoy being challengedAbility to think logically and problem solveAble to interact with clients and colleagues alike with a professional, respective attitude #J-18808-Ljbffr