Owens Estate & Wealth, a rapidly growing investment firm located in the Sierra Nevada foothills, is seeking a motivated and professional individual to join our team in a dual role as Front Desk Receptionist and Client Service Associate (CSA). This position is ideal for someone who thrives in a structured office environment, enjoys working with clients, and is interested in building a long-term career in financial services.
In this hybrid role, you will manage front desk operations and serve as a key point of contact for clients. Responsibilities include answering and directing phone calls, greeting clients, scheduling appointments, and providing general administrative support. You will also ensure the reception area remains welcoming and well organized, including maintaining the coffee and beverage station and ensuring company-branded materials are properly displayed.
In addition to reception duties, you will support client service functions such as assisting with account openings, processing client deposits, managing follow-ups, and delivering a high level of service across all client interactions.
The ideal candidate has strong written and verbal communication skills, excellent organizational abilities, and the capacity to multitask efficiently. Proficiency in Microsoft Word and Excel is required, along with strong overall computer skills and the ability to learn new systems quickly.
Previous experience in financial services or office administration is preferred. We are looking for a team-oriented individual who contributes positively to a collaborative workplace and is interested in long-term professional growth.
Training and onboarding will begin in our Grass Valley office, which will serve as your primary location. This role also includes some work occasionally in our Auburn office on Tuesdays and Thursdays, to support scheduled client meetings. On Mondays, Wednesdays, and Fridays, you will be based in the Grass Valley office.
Work hours are Monday through Friday from 8:00 AM to 4:30 PM. We offer a competitive compensation package based on experience, along with medical benefits, paid vacation and sick leave, and a retirement plan with employer matching contributions.
At Owens Estate & Wealth, we are committed to building lasting relationships with our clients and guiding them through every stage of their financial journey. To learn more about our firm, please visit www.owensestateandwealth.com.
Pay: $25.00 - $28.00 per hour
Benefits:
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
Work Location: In person
