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Financial Receptionist Jobs in Boca Raton, FL (NOW HIRING)

Kaufman Rossin

Receptionist

Boca Raton, FL

$15 - $19.75/hr

Our receptionist is our clients' first contact and, as such, must remain friendly, polite, and ... Previous experience in a similar role within a financial services environment * Ability to work ...

Kaufman Rossin

Receptionist

Boca Raton, FL · On-site

$15 - $19.75/hr

Our receptionist is our clients' first contact and, as such, must remain friendly, polite, and ... Previous experience in a similar role within a financial services environment * Ability to work ...

The Arbor Company

Receptionist

Delray Beach, FL

$14 - $18/hr

Access To Emergency Financial Assistance * Access To Health, Dental, Vision Insurance * 401K with Employer Matching Contributions As a Front Desk Receptionist at The Arbor Company, your work matters.

AIM Rehab Services Inc

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Medical Front Desk Receptionist

Coral Springs, FL · On-site

$15.75 - $19/hr

Obtains revenue by recording and updating financial information, recording and collecting patient ... Medical Receptionist Skills / Qualifications: * Bilingual- Spanish speaker preferred * Multi ...

AIM Rehab Services Inc

Be Seen First

Medical Front Desk Receptionist

Coral Springs, FL · On-site

$15.75 - $19/hr

Obtains revenue by recording and updating financial information, recording and collecting patient ... Medical Receptionist Skills / Qualifications: * Bilingual- Spanish speaker preferred * Multi ...

AutoNation Mobile Service

Receptionist

Fort Lauderdale, FL

$15 - $19.75/hr

Receptionist The receptionist receives incoming calls, determines the nature of each call and ... financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have ...

The Arbor at Delray

Receptionist

Delray Beach, FL

$16.50/hr

Access To Emergency Financial Assistance * Access To Health, Dental, Vision Insurance * 401K with Employer Matching Contributions As a Front Desk Receptionist at The Arbor Company, your work matters.

Kaufman Rossin

Receptionist

Boca Raton, FL · On-site

$20 - $24/hr

Our receptionist is our clients' first contact and, as such, must remain friendly, polite, and ... Previous experience in a similar role within a financial services environment * Ability to work ...

AutoNation

Receptionist

Fort Lauderdale, FL

$15 - $19.75/hr

Receptionist The receptionist receives incoming calls, determines the nature of each call and ... financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have ...

Lifespace Communities

Receptionist

Delray Beach, FL

$15.54 - $21.37/hr

Join our Customer Service team as our new Receptionist today! A few details about the role: * Greet ... Perform minor financial transactions associated with selling of stamps, community food certificates ...

Lifespace Communities

Receptionist

Delray Beach, FL

$15.54 - $21.37/hr

Join our Customer Service team as our new Receptionist today! A few details about the role: * Greet ... Perform minor financial transactions associated with selling of stamps, community food certificates ...

Lifespace Communities

Receptionist

Delray Beach, FL · On-site

$15.54 - $21.37/hr

Join our Customer Service team as our new Receptionist today! A few details about the role: * Greet ... Perform minor financial transactions associated with selling of stamps, community food certificates ...

Dr. Treat

Receptionist

West Palm Beach, FL

$15.25 - $20/hr

Receptionist Position at Shores Animal Clinic You are invited to join Shores Animal Clinic, a long ... You'll maintain accurate medical records, manage appointment schedules, and handle financial ...

Mission Pet Health

Receptionist

West Palm Beach, FL

$15.25 - $20/hr

Receptionist Position at Shores Animal Clinic You are invited to join Shores Animal Clinic, a long ... You'll maintain accurate medical records, manage appointment schedules, and handle financial ...

Crawford Animal Hospital

Receptionist

West Palm Beach, FL

$15.25 - $20/hr

Receptionist Position at Shores Animal Clinic You are invited to join Shores Animal Clinic, a long ... You'll maintain accurate medical records, manage appointment schedules, and handle financial ...

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How much do financial receptionist jobs pay per hour?

As of May 28, 2026, the average hourly pay for financial receptionist in Boca Raton, FL is $16.91, according to ZipRecruiter salary data. Most workers in this role earn between $14.38 and $18.94 per hour, depending on experience, location, and employer.

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 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.

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.

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.

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.

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Financial Receptionist jobs near you
Receptionist

Receptionist

Kaufman Rossin

Boca Raton, FL

$15 - $19.75/hr

Other

Posted 6 days ago

Job description

Why We Stand Out
Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you.
As one of the top accounting firms in the country, our foundation is "people first." In the words of James Kaufman, "we prioritize our people, their development, and their well-being. Our values are translated into action every day."
Kaufman Rossin is a privately owned, independent public accounting firm, which means we are not beholden to outside investors or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters agility, entrepreneurial thinking, and a collaborative culture where leadership is accessible, and innovation is encouraged.
Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 700 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.
Think you have what it takes?
How You'll Contribute:
Kaufman Rossin is seeking a Receptionist for our Boca Raton office. At Kaufman Rossin, we are extremely aware of the importance of this position. Our receptionist is our clients' first contact and, as such, must remain friendly, polite, and professional at all times. The ability to deal with difficult clients, vendors, and internal personnel is crucial. When successful, past receptionists have been promoted to other areas of the firm, with one leading an entire department. The sky is the limit for someone who performs well!
  • Welcome and greet all visitors
  • Direct visitors by maintaining employee and department directories
  • Manage and screen all incoming calls (for a 600-person firm, with offices nationwide)
  • Support various departments with routine professional and personal administrative duties
  • Review, direct, and respond to correspondence
  • Assist with organizing meetings and conferences
  • Routine filing, copying, and scanning
Requirements
What Skills You'll Bring:
  • Prior experience as a receptionist or in an administrative support role
  • Proficiency with Microsoft Office (Word, Excel, and Outlook)
  • Excellent oral and written communication skills
  • Exceptional phone etiquette
  • Ability to remain patient and always exhibit a cheerful attitude
  • This position is in-person Monday through Friday
How You'll Stand Out:
  • Previous experience in a similar role within a financial services environment
  • Ability to work periodic overtime during peak times of the year

Benefits
We embrace authenticity. Kaufman Rossin is an equal-opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

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