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

CenterWell Primary Care

Receptionist

Davie, FL · On-site

$14.50 - $19/hr

The Receptionist operates a switchboard or multi-line phone and maintains call logs. You will take ... We go beyond physical health - addressing the social, emotional, behavioral and financial needs ...

CenterWell Primary Care

Receptionist

Plantation, FL · On-site

$15.75 - $20.50/hr

The Receptionist operates a switchboard or multi-line phone and maintains call logs. You will take ... We go beyond physical health - addressing the social, emotional, behavioral and financial needs ...

CenterWell Primary Care

Receptionist

Coconut Creek, FL · On-site

$38K - $45.80K/yr

The Receptionist operates a switchboard or multi-line phone and maintains call logs. You will take ... We go beyond physical health - addressing the social, emotional, behavioral and financial needs ...

Dr. Treat

Veterinary Receptionist

Delray Beach, FL · On-site

$14 - $17/hr

Receptionist Position When you join Animal House Veterinary Center, you become part of a committed ... You'll maintain accurate medical records, manage appointment schedules, and handle financial ...

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Financial Receptionist information

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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

Yaavar Rahman - State Farm Agent

Fort Lauderdale, FL

$35K - $45K/yr

Full-time

PTO

Posted 9 days ago

Job description

Benefits:
  • License reimbursement
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY:
I opened my agency in 2024 after spending five and a half years working with State Farm. Before that, I worked in banking at Wells Fargo, which helped shape my approach to customer service, financial conversations, and relationship building. Today, our team includes five members and were focused on continuing to grow together.
Our culture is built around positivity, motivation, and personal drive. We aim to create a fun atmosphere where people feel supported, as long as the work is getting done and goals are being met. Were looking for team members who are hungry, self-motivated, and excited about earning strong income while growing their careers.
For our team, we offer paid time off for holidays and vacations, gym membership or fitness reimbursements, and licensing reimbursement to support your professional development. If youre looking for a supportive, upbeat environment where hard work is rewarded and growth is encouraged, this could be the right place for you.
ROLE DESCRIPTION:
Yaavar Rahman - 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.
Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.
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.