Front Desk Receptionist – Director of First Impressions

Financial Services (UTC, La Jolla)

Compensation: Competitive, at or above San Diego’s average, based on experience

Employment Type: Full-time

A premier wealth management firm is looking for a new team member. If you are a person who thrives on providing a world-class client experience and takes pride in being the first point of contact in a professional office setting, Castle Coast Wealth may be a fit for you.
Castle Coast Wealth seeks a highly organized, motivated, and service-minded Front Desk Receptionist to join our growing financial planning and wealth management firm.

Key Responsibilities:
· Greet clients and visitors with warmth and professionalism
· Manage the office calendar with exceptional attention to detail and organization
· Schedule client annual review meetings
· Support advisors in administrative tasks involving client accounts and planning
· Assist clients by offering and preparing refreshments
· Maintain a positive, polished demeanor that reflects our firm’s culture
· Perform additional administrative tasks as needed to support office operations

About Castle Coast Wealth:
Castle Coast Wealth is a comprehensive financial planning firm based in Southern California. We manage over $400 million in client assets while serving high-net-worth clients through a unique, comprehensive approach to wealth management. We pride ourselves on fostering a respectful, team-oriented workplace and building long-lasting client relationships.

What We’re Looking For:
· Minimum of 3 years of administrative or customer service experience
· A natural communicator who enjoys working in an office with clients both in person and over the phone
· Detail-oriented and self-motivated with a passion for delivering excellent service
· Professional appearance and the ability to contribute to our close-knit team culture

Compensation & Benefits:
· Salary range: $45,000 - $55,000, based on experience
· Work schedule: Monday – Thursday or Monday – Friday available
· Medical/dental/vision, life insurance, 401(k), all stock market holidays paid

Ready to join our team? If you think you would excel in this role, send your resume to apply@castlecoast.com to be considered for the position.

Castle Coast Wealth

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Receptionist – Director of First Impressions