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

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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.

What are popular job titles related to Financial Receptionist jobs in Boca Raton, FL? For Financial Receptionist jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Financial Receptionist jobs in Boca Raton, FL look for? The top searched job categories for Financial Receptionist jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Financial Receptionist jobs? Cities near Boca Raton, FL with the most Financial Receptionist job openings:
Financial Receptionist jobs near you

Receptionist - State Farm Agent Team Member

Brice Brown - State Farm Agent

Fort Lauderdale, FL

$35K - $50K/yr

Other

Medical, Retirement, PTO

Posted 15 days ago

Job description

Receptionist - State Farm Agent Team Member

Brice Brown - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent Team Member. We are looking for individuals who are looking to start in an entry level role that will allow them room to grow past a receptionist role. We offer you the chance to train and learn about the front end of the office and decide on the path that would best fit your career goals. Whether it is sales or service, we will support your desire to advance in your career.

Brice opened his agency in 1988 and has since built a close-knit team of eight members who value strong relationships and consistent service. Before becoming an agency owner, he worked as a sales manager for Carolina Freight Corporation, but chose insurance because he wanted to own a small business and make a meaningful impact in his community. Brice is a 1982 graduate of Florida State University and has called Fort Lauderdale home since 1960. Family is at the center of his life — he enjoys spending time with his wife, four children, and eleven grandchildren. Giving back is also important to him, and the agency stays involved through the Rio Vista Community Church and Habitat for Humanity. Team members are supported with a health and medical allowance after 90 days, a 401k, and PTO after one year of employment. This is an office built on experience, community connection, and long-term relationships — a great fit for someone who values stability, service, and being part of a team that truly feels like family.

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Fort Lauderdale, FL and help customers with their insurance and financial services needs, including:

  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Compensation: $35,000.00 - $50,000.00 per year

Responsibilities:

  • Greet customers warmly in person and over the phone, directing them to the appropriate team members.
  • Manage appointment scheduling and office communications.
  • Assist in handling incoming inquiries and maintaining customer records.
  • Engage in conversations with prospective and existing customers, identifying opportunities to offer insurance options.
  • Provide excellent customer service and follow up on customers needs.
  • Support the team with various administrative tasks and projects.

Qualifications:

  • Previous experience in a receptionist or customer service role.
  • Communication and interpersonal skills.
  • Organizational and multitasking abilities.
  • Comfortable with engaging in sales conversations.
  • Basic computer skills, including Microsoft Office and CRM systems.
  • Bilingual Spanish preferred.

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