Top 22 Receptionist/administrative assistant Jobs in Palm Desert, Ca

Office Coordinator & Junior Client Service Associate
Cypress Wealth Services, LLC —Palm Desert, CA
- $20 - $25 an hour
- Full-time
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Receptionist/Administrative Assistant
Becerra M Consulting —Indio, CA
- $18 - $20 an hour
- Full-time
- Bilingual
- Google Workspace
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant
S2 Development Inc. —Rancho Mirage, CA
- $20 an hour
- Full-time
- Background check
- Spanish
- Computer literacy
Quick Apply
13d
EXECUTIVE ASSISTANT
City Of Coachella —Coachella, CA
- $87,336.12 - $106,157.52 a year
- Full-time
- Background check
- Word processing
- Writing skills
- Disability insurance
- Health insurance
School Administrative Assistant
Valley Independent Preparatory Academy —Palm Desert, CA
- $22 - $24 an hour
- Full-time
- Background check
- School experience
- Google Workspace
Quick Apply
20h
Administrative Assistant
Equity LifeStyle Properties —Cathedral City, CA
- $17.50 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Office
Administrative Assistant
Jewish Family Service of San Diego —Palm Springs, CA
- $21.72 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
Seasonal, Operations Administrative Assistant (Part Time)
H&R Block —Palm Springs, CA
- $17.64 - $26.49 an hour
- Full-time
- Research
- Office
- Windows
- Health insurance
- Employee assistance program
Executive Assistant
Heartbeat At 22 —Palm Desert, CA
- Full-time
- Background check
- Research
- Mid-level
Quick Apply
Administrative Assistant Scheduling & Quality Assurance (Behavioral Health)
ACES MANAGEMENT —Indio, CA
- $20 - $25 an hour
- Mid-level
- Residential
- 2 years
Quick Apply
Catering Sales Event Coordinator
Remington Lodging & Hospitality —Palm Springs, CA
- $22 - $26 an hour
- 8 hour shift
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Quick Apply
13d
Catering Sales Event Coordinator
Remington Hospitality —Palm Springs, CA
- $22 - $26 an hour
- 8 hour shift
- Microsoft Excel
- Microsoft Outlook
- Writing skills
13d
A/C TECH SENIOR LEAD
Fantasy Springs Resort Casino —Indio, CA
- 5 years
- High school diploma or GED
- 21 years or older

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Office Coordinator & Junior Client Service Associate

Cypress Wealth Services, LLC
Palm Desert, CA

Quick Apply

Job Details

Full-time
$20 - $25 an hour

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Workflow management (operations management method)
Direct client contact
Executive administrative support
High school diploma or GED
Client database systems
Sales management systems proficiency
E-signature software
CRM system proficiency
Productivity software

Full Job Description

We are looking for one exceptional person to join our growing team. This is an opportunity to become a key part of a professional, client-focused wealth management firm where technology, service, and teamwork are highly valued.

Job Description:

The Office Coordinator & Junior Client Service Associate serves as the first point of contact for clients, visitors, and business partners while supporting advisors and the service team.

This role combines front-office professionalism, office operations, client service support, technology utilization, and event coordination to help deliver an exceptional client experience.

About Cypress Wealth Services:

Cypress Wealth Services is a well-established Registered Investment Advisory (RIA) firm based in Palm Desert, CA. We are seeking a full-time Office Coordinator/Junior Client Service Associate to join our team in an in-office position.

Our firm takes pride in the long-standing relationships we’ve built with clients and their families over the years. We are committed to providing an exceptional experience through comprehensive financial life planning and personalized, relationship-focused service.

We are looking for a person who shares our commitment to providing this high level of service. While prior experience working with Charles Schwab is not required, it is a plus.

If you’re passionate about client service and want to join a team that values trust, care, and professionalism, we’d love to hear from you!

Key Responsibilities

Greet visitors, answer phones, and direct clients and business partners appropriately.
Coordinate calendars, confirm appointments, schedule meetings, and assist with advisor scheduling needs.
Support client service activities including account forms, data entry, system audits, and database maintenance.
Prepare meeting materials and coordinate logistics for client and prospect meetings.
Serve as liaison with vendors, building maintenance providers, and office service providers.
Maintain conference rooms, common areas, office supplies, kitchen supplies, and overall office organization.
Manage incoming and outgoing mail, shipping, deliveries, and office equipment needs.
Coordinate client events, seminars, workshops, and special projects.
Leverage technology and workflow systems to improve efficiency, organization, and service delivery.
Perform other duties and special projects as assigned.

Required Qualifications

Polished, professional, and highly organized administrative assistant with 5+ years of in-office experience supporting a busy office environment with significant client interaction.
Outstanding verbal and written communication skills with a warm, confident, and professional presence.
Tech-savvy and process-oriented with proficiency in CRM systems, scheduling platforms, e-signature tools, Microsoft Office, and workflow management systems.
Strong executive support capabilities, including calendar management, meeting coordination, event planning, and prioritization of competing responsibilities.
Exceptional attention to detail, follow-through, and ability to anticipate needs before they arise.
Collaborative team player who quickly learns people, processes, and priorities and contributes to a positive office culture.

Strongly Preferred

Experience working for a Registered Investment Advisor (RIA), wealth management firm, family office, or broker-dealer. Familiarity with advisory firm operations and industry terminology.
Experience supporting multiple advisors, executives, or senior professionals.
Hands-on experience with Wealthbox, Orion, Schwab Advisor Center, DocuSign, Adobe, Calendly, or similar platforms.
Experience coordinating client events, seminars, workshops, or marketing initiatives.
Demonstrated ability to identify process improvements and leverage technology to create a more efficient client service experience.

Compensation & Benefits

Salary and benefits remain consistent with the current position structure and will be discussed during the interview process.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Education:

High school or equivalent (Required)

Work Location: In person

Quick Apply

Refine Your Search

receptionist/administrative assistant jobs in palm desert, ca

Office Coordinator & Junior Client Service Associate

Receptionist/Administrative Assistant

Administrative Assistant

EXECUTIVE ASSISTANT

School Administrative Assistant

Administrative Assistant

Administrative Assistant

Seasonal, Operations Administrative Assistant (Part Time)

Executive Assistant

Administrative Assistant Scheduling & Quality Assurance (Behavioral Health)

Catering Sales Event Coordinator

Catering Sales Event Coordinator

A/C TECH SENIOR LEAD

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