Front Desk Receptionist - IDA Wealth : Job Details

Position: Part-Time Receptionist

Company: Intelligence Driven Advisers (IDA)

Location: Carlsbad

Hours: 25-30 hours per week, Monday through Thursday, 8am to 3pm

About Us:

Intelligence Driven Advisers (IDA) is a leading wealth management firm dedicated to helping clients achieve true financial peace of mind. Our team of professionals combines personalized service with data-driven insights to provide financial solutions tailored to each client's needs. We pride ourselves on fostering a welcoming, professional, and client-focused environment.

Position Overview:

We are seeking a friendly, organized, and detail-oriented Part-Time Receptionist to be the first point of contact for our clients and visitors. The ideal candidate will ensure a positive experience for all who interact with IDA while providing essential administrative support to our team.

Key Responsibilities:

Client and Visitor Interaction:

• Greet clients and visitors with a warm, professional demeanor.
• Manage the reception area to ensure it remains welcoming, clean, and organized.
• Answer and direct phone calls promptly and courteously.

Administrative Support:

• Manage and schedule appointments using Calendly/Outlook.
• Assist in preparing documents, reports, and correspondence as needed.
• Sort and distribute incoming mail; handle outgoing mail and deliveries.
• Maintain office supplies inventory and coordinate orders as needed.

Team Collaboration:

• Provide administrative assistance to advisers and team members.
• Support event coordination, such as client meetings and seminars.
• Perform other duties as assigned to support the efficiency of the office.

Qualifications:

• Proven experience as a receptionist, administrative assistant, or similar role.
• Exceptional interpersonal and communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM systems is a plus.
• Strong organizational skills with attention to detail.
• Ability to handle multiple tasks efficiently and professionally.
• Dependable, punctual, and able to maintain confidentiality.

Why Join IDA?

• Opportunity to work with a dynamic and supportive team.
• Flexible part-time hours.
• Exposure to a professional financial services environment.

To Apply:

Please send your resume and a brief cover letter to Ashley Olson ([email protected]) with the subject line Part-Time Receptionist Application. Applications will be reviewed on a rolling basis. We look forward to welcoming a new team member who shares our commitment to excellence and client care!