Receptionist/Office Assistant
Independent Financial Group - San Diego, CA

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Independent Financial Group, LLC, a nationally ranked financial services broker dealer is seeking a Receptionist. First Impressions are important and this position requires a person with professional demeanor and a desire to learn and grow within the company. Independent Financial Group was listed as San Diego’s #1 fastest growing privately held company in 2006 and has been recognized in Inc. Magazine’s Inc.5000 list as one of the top 100 Financial Services Companies in America.

This position is Full Time and the work hours are 8 a.m. to 5 p.m. with the following responsibilities:

  • Comprehensive knowledge of multi-line phone systems and voicemail
  • Greet clients and respond to a variety of inquiries with a pleasant greeting and professionalism
  • Take accurate, concise messages
  • Relays messages or routes calls in a timely manner
  • Maintains a detailed phone log
  • Maintains office meeting calendar and conference room calendars
  • Receives and processes overnight shipments
  • Provides general administrative support to staff and executives when necessary

Required Qualifications

Minimum 1-3 years experience in answering multi-line phone system
Excellent verbal and written communication skills with strong customer service skills
Proficiency in Microsoft Office Suite
Must be well-organized, accurate, and detail-oriented
Ability to multi-task, work under pressure, and meet deadlines
Ability to grow and adapt with changes within the position, as well as the organization
Polished, professional appearance
Ability to interact with all levels of staff
Bachelor’s Degree in an applicable field


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About this company
Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional...