Job post summary
Date posted: June 5, 2026
Pay: $20.00 - $25.00 per hour
Job description:
Join our established wealth management firm as a receptionist in Kingsburg. This on-site role combines front desk reception, administrative support for financial advisors, project/event coordination and help marketing campaigns. Excellent opportunity to grow your career in financial services while working in a professional, supportive environment.
Location: Kingsburg, CA
Schedule: 22 hours per week.
Pay: $20–$25/hour
About Us
LAP Wealth Management is a fast-growing relationship-driven financial services firm serving individuals, families, businesses and trusts. We value professionalism, discretion, attention to details and exceptional client service. We are stable collaborative office looking for a dependable team member who takes pride in their work and wants to grow in professional environment.
Position Overview
We are seeking a reliable and detail-oriented Receptionist to join our Kingsburg office. This client-facing position combines front desk receptionist duties, administrative support for financial advisors, coordination of special projects/events and help marketing campaigns.
The ideal candidate is organized, proactive, and professional, with strong communication skills and a commitment to follow-through.
Key Responsibilities
- Greet and assist clients, manage phone calls, and oversee front desk operations.
- Handle incoming and outgoing mail, deliveries, and courier services.
- Maintain organized records, filing systems, and compliance documentation.
- Provide administrative support to financial advisors: scheduling, reports, correspondence.
- Assist with presentations, client materials, and special projects.
- Manage office supplies, vendors, and inventory.
- Coordinate gifts, cards, and acknowledgments for client milestones.
- Organize occasional client and company events (venue, catering, logistics).
- Support office and advisor teams with additional administrative tasks.
Qualifications
- At least 1 year of administrative, receptionist, or office support experience.
- Financial services industry experience is a plus but not required.
- Strong organizational abilities with attention to detail.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Professional, dependable, and comfortable engaging with clients and executives.
· Bilingual (Spanish) is preferred.
Why Join Us
- Competitive pay ($20–$25 per hour).
- Part-time (22 hours per week).
- Growth and professional development opportunities.
- Supportive and inclusive work environment.
- Hands-on exposure to the wealth management and financial services industry.
Schedule
- Monday to Thursday 10:30-3:00 (Can shifted earlier, if needed.)
- Friday, 9am – 1pm
Requirements: On-site role (not remote). Employment background and fingerprint checks required due to industry regulations.
Job Types: Part-time
Ability to Commute:
Work Location: In person
Pay: $20.00 - $25.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Retirement plan
Work Location: In person
