Job Description

Receptionist / Investment and Annuity Coordinator Location Pleasanton, CA :

Make a Difference from the Front Desk - and Beyond

We are looking for a polished, proactive, and detail-driven professional to join our team in a dual-capacity role as Receptionist / Investment & Annuity Coordinator. This position is perfect for someone who thrives in a fast-paced environment, enjoys both client-facing and behind-the-scenes responsibilities, and is eager to grow their career in the financial services industry.

What You'll Do

· Investment & Annuity Coordination

· Manage and process investment and annuity applications while ensuring full compliance with regulatory standards.

· Communicate with representatives within 24 hours of receiving new applications.

· Coordinate approvals, resolve application issues, and track account openings, requirements, and commission status.

· Maintain organized and accurate tracking via checklists and Excel sheets.

· Build product knowledge and serve as a key resource for advisors and internal staff.

· Act as a liaison with home office partners and provide cross-functional administrative support as needed.

· Reception & Office Coordination

· Welcome and direct visitors to the appropriate departments with professionalism and warmth.

· Manage a multi-line phone system: answer, screen, and route calls promptly.

· Maintain a clean, organized, and well-stocked reception area.

· Sort and distribute mail, manage deliveries, and handle visitor access and security protocols (e.g., monitoring the visitor logbook and issuing visitor badges)

· Coordinate office supply inventory and assist in scheduling meetings and appointments.

· Provide clerical and administrative support across departments.

What We're Looking For

· Bachelor's degree (preferred).

· 2-5 years of professional administrative or operations experience.

· Exceptional organizational skills and a strong eye for detail.

· Confident communicator with a professional and approachable demeanor.

· Proficiency in Microsoft Office Suite (Excel, Word, Outlook).

Why Join Us?

This is more than a front desk role. It's a launchpad for someone interested in financial services and compliance operations. You'll be surrounded by professionals who value teamwork, efficiency, and integrity, and you'll be a vital part of what keeps our business running smoothly every day.

Ready to bring your talent to a team that values growth, collaboration, and professionalism? Apply today!

Note: This is not intended to be all-inclusive. The employee may perform other related duties as assigned to meet the ongoing needs of the organization.

Job Type: Full-time

Pay: $24.00 - $37.50 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Customer support: 1 year (Required)
• Financial services: 1 year (Required)

Ability to Commute:

• Pleasanton, CA 94566 (Required)

Ability to Relocate:

• Pleasanton, CA 94566: Relocate before starting work (Preferred)

Work Location: In person

Job Tags

Hourly pay, Full time, Relocation, Home office, Monday to Friday,

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