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Financial Receptionist Jobs (NOW HIRING)

27th April, 2026 SNELLING STAFFING HAS AN OPENING FOR A FINANCE CLERK / RECEPTIONIST AT OUR AUTOMOTIVE CLIENT IN ROSEVILLE.. $18-20/HOUR, Temp Indefinite Finance Clerk / Receptionist Overview: This ...

Receptionist

Asheville, NC ยท On-site

$18 - $22/hr

Summary Trailhead Financial Group (TFG) is a growing wealth advisory practice operating within ... Position Overview The Office Receptionist is the first face clients and guests encounter when ...

Summary Trailhead Financial Group (TFG) is a growing wealth advisory practice operating within ... Position Overview The Office Receptionist is the first face clients and guests encounter when ...

Summary Trailhead Financial Group (TFG) is a growing wealth advisory practice operating within ... Position Overview The Office Receptionist is the first face clients and guests encounter when ...

Receptionist

Freeland, WA ยท On-site

$18.50 - $24.25/hr

Receptionist Position Chicago Title Company a subsidiary of Fidelity National Financial, Inc. is seeking a receptionist to join its Freeland, WA office. FNF is a leading provider of title insurance ...

Contract Receptionist

Cleveland, OH ยท On-site

$15.25 - $20/hr

Receptionist Position The receptionist is responsible for providing administrative and clerical ... AmTrust Financial Services offers a competitive compensation package and excellent career ...

RECEPTIONIST

Bakersfield, CA ยท On-site

$15.75 - $20.75/hr

The Receptionist is responsible for the creation and completion of a financial folder for all patients admitted to the clinic. * Insurance verification may be part of the Receptionist's duties. * The ...

Receptionist

Fort Worth, TX ยท On-site

$15 - $19.75/hr

... financial transactions, * filing, and front office and reception area maintenance. Receptionists will assume the responsibility for acquiring the medical and legal information necessary for the ...

Receptionist

Cleveland, OH ยท On-site

$15.25 - $20/hr

Overview The receptionist is responsible for providing administrative and clerical services in ... AmTrust Financial Services offers a competitive compensation package and excellent career ...

Receptionist

Cleveland, OH

$15.25 - $20/hr

Overview The receptionist is responsible for providing administrative and clerical services in ... AmTrust Financial Services offers a competitive compensation package and excellent career ...

Receptionist

Portsmouth, NH ยท On-site

$18 - $21/hr

Position: Receptionist Schedule: Monday - Friday, 8:00am - 4:00pm Location: Portsmouth, NH Pay ... Maintain accurate financial and administrative records * Provide general administrative support ...

Receptionist

Edmond, OK ยท On-site

$11.75 - $15.50/hr

... financial needs with personalized solutions and exceptional customer service. Our office offers a ... The Receptionist will be the first point of contact for clients, handling incoming phone calls ...

Receptionist

Providence, RI

$16 - $21/hr

... Receptionist to manage our front desk operations in Providence. This critical role serves as the ... Sort, log, and prepare high-priority financial and client paperwork. * Digital Archiving: Scan ...

Receptionist

Edmond, OK ยท On-site

$11.75 - $15.50/hr

... financial needs with personalized solutions and exceptional customer service. Our office offers a ... The Receptionist will be the first point of contact for clients, handling incoming phone calls ...

Receptionist

Buffalo, NY ยท On-site

$18 - $26/hr

The Receptionist will also support general accounting tasks, contributing to the accuracy and organization of financial records. By efficiently managing administrative duties and facilitating smooth ...

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Financial Receptionist information

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How much do financial receptionist jobs pay per hour?

As of Jun 5, 2026, the average hourly pay for financial receptionist in the United States is $17.82, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $19.95 per hour, depending on experience, location, and employer.

What are financial receptionists?

Financial receptionists are administrative professionals who work in financial institutions such as banks, investment firms, or accounting offices. Their primary responsibilities include greeting clients, answering phones, scheduling appointments, and handling basic inquiries related to financial services. They also assist with clerical tasks, manage correspondence, and help maintain organized records. Financial receptionists play a crucial role in creating a positive first impression and ensuring smooth daily operations within a financial office.

What are the key skills and qualifications needed to thrive as a Financial Receptionist, and why are they important?

To thrive as a Financial Receptionist, you need strong organizational skills, attention to detail, and basic knowledge of financial services, often supported by a high school diploma or equivalent. Familiarity with scheduling software, multi-line phone systems, and office productivity tools like Microsoft Office is typically required. Exceptional communication, professionalism, and customer service skills help you create a welcoming environment and manage sensitive information discreetly. These abilities are vital for ensuring smooth daily operations, accurate client interactions, and a positive first impression for financial institutions.

What is the difference between Financial Receptionist vs Bookkeeper?

AspectFinancial ReceptionistBookkeeper
Primary RoleHandling front desk duties, answering calls, scheduling appointments, and basic financial inquiriesRecording financial transactions, maintaining ledgers, and managing accounts
Required SkillsCustomer service, communication, basic financial knowledgeAccounting software proficiency, attention to detail, financial recordkeeping
Work EnvironmentFront office, reception area, healthcare or financial officesOffice setting, accounting or finance departments
CertificationsTypically none required, but some customer service or administrative certifications helpBookkeeping certification or accounting background often preferred

The main difference is that a Financial Receptionist primarily manages front desk duties and basic financial interactions, while a Bookkeeper handles detailed financial recordkeeping and transaction management. Both roles support financial operations but focus on different aspects of the financial workflow.

What are the typical daily responsibilities of a Financial Receptionist in a financial services firm?

A Financial Receptionist's daily responsibilities often include greeting clients, managing appointment schedules for financial advisors, handling incoming calls, and coordinating the flow of paperwork and confidential documents. They frequently collaborate with financial advisors, compliance officers, and administrative staff to ensure clients have a smooth experience from arrival to departure. Attention to detail, discretion, and the ability to manage multiple priorities are crucial, as the role often involves handling sensitive financial information and supporting client service efforts. This position offers valuable exposure to financial operations and can serve as a stepping stone to more advanced roles within the firm.

Do receptionists get paid a lot?

Financial receptionists typically earn an average salary that varies by location and experience, with median wages around $30,000 to $40,000 annually. Salaries can increase with additional skills, certifications, and experience in the financial or healthcare sectors. Overall, receptionists are generally not among the highest-paid roles but can earn competitive wages depending on the industry and responsibilities.
More about Financial Receptionist jobs
What cities are hiring for Financial Receptionist jobs? Cities with the most Financial Receptionist job openings:
What states have the most Financial Receptionist jobs? States with the most job openings for Financial Receptionist jobs include:

Finance Clerk / Receptionist

Snelling

Roseville, MI โ€ข On-site

$18 - $20/hr

Contractor

Posted 9 days ago


Job description

27th April, 2026
SNELLING STAFFING HAS AN OPENING FOR A FINANCE CLERK / RECEPTIONIST AT OUR AUTOMOTIVE CLIENT IN ROSEVILLE.. $18-20/HOUR, Temp Indefinite
Finance Clerk / Receptionist Overview:
This is a high profile position responsible for providing administrative support to the corporate Finance Department. Receptionist duties include greeting and assisting incoming guests and ensuring that guests first impression of company is a positive one. Finance clerical duties include mail distribution, 3-way AP matching, PO receipts, check processing, filing, some banking duties and cell phone assistance.
Finance Clerk / Receptionist Qualifications:
  • Good organizational and Math skills
  • Experienced with Microsoft Office
  • Accurate Data Entry skills, strong attention to detail
  • General Office Skills
  • Excellent people skills, verbal & written communication
  • 2-3 years experience in an office environment, some familiarity with basic accounting preferred
Finance Clerk / Receptionist Tasks:
  • Provide assistance to Finance Department in Accounts Payables and Accounts Receivables
  • Greeting visitors and ensuring that they are connected with their hosts in an efficient and friendly manner
  • Assist visitors in logging in to the visitor tracking system
  • Data entry, typing and filing in the AP and AR system
  • Backup cell phone administration duties
  • Monthly banking duties and backup bank deposits
  • Support compliance with company policies
If interested and qualified, please submit resume through the link provided.