Cerda Munoz Advisors, Inc. · 1 week ago
Receptionist
Whittier, CA
Full-time
Onsite
Entry Level
$20/hr - $23/hr
2+ years expCerda Munoz Advisors, Inc. is a financial planning and investment management firm dedicated to helping clients with their financial decisions. They are seeking a professional and friendly Receptionist who will manage front desk operations and serve as the first point of contact for clients, while supporting daily administrative needs.
AdviceFinancial ServicesWealth Management
Hiring Manager
Ashley Monroy
Responsibilities
Greeting clients and visitors in a warm and professional manner
Answering and directing phone calls; taking accurate messages
Managing and responding to email inquiries
Scanning, faxing, and organizing documents
Scheduling appointments and maintaining calendars
Qualification
Required
Bilingual in English and Spanish (required)
Strong organizational skills with the ability to prioritize and manage multiple tasks
Excellent written and verbal communication skills, including professional phone etiquette
Ability to work independently and coordinate tasks with minimal supervision
Team-oriented mindset with a positive, collaborative attitude
Confident and personable communicator who is comfortable engaging with clients and colleagues
Proactive, strategic thinker with strong attention to detail
Preferred
Minimum of two years of experience in an administrative assistant or receptionist role
Benefits
Bonus pay
Healthcare, vision, and dental insurance
Paid vacation time
Paid professional licenses
Complimentary tax preparation services
Retirement plan with company match
Company
Cerda Munoz Advisors, Inc.
Cerda Munoz Advisors, Inc. is an independent Registered Investment Advisory firm in Southern California.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase