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Financial Receptionist Jobs in Riverside, CA (NOW HIRING)

PDS Health

Receptionist

Mission Viejo, CA · On-site

$17/hr

The receptionist should demonstrate a warm and approachable disposition to each patient in every ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Receptionist

Mission Viejo, CA

$17 - $24/hr

Receptionist Role The primary role of the receptionist involves helping to get patients into the ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Receptionist

Ontario, CA

$17 - $24/hr

The receptionist should demonstrate a warm and approachable disposition to each patient in every ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Receptionist

Irvine, CA

$17 - $24/hr

Receptionist Role The primary role of the Receptionist involves helping to get patients into the ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Receptionist

San Dimas, CA

$17 - $24/hr

The receptionist should demonstrate a warm and approachable disposition to each patient in every ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Receptionist

Yorba Linda, CA

$17 - $24/hr

Receptionist Role The primary role of the Receptionist involves helping to get patients into the ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Receptionist

Glendora, CA

$17 - $24/hr

The receptionist should demonstrate a warm and approachable disposition to each patient in every ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

West Coast Dental

Dental Receptionist

Ontario, CA

$16.75 - $22/hr

Receptionist-Fantastic Opportunity Take your dental career to the next level at West Coast Dental ... financial responsibilities. * Collect payments and post payments to patient accounts. * Keep the ...

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All JobsFinancial Receptionist JobsFinancial Receptionist Jobs in Riverside, CA

Financial Receptionist information

See Riverside, CA salary details

$10

$18

$25

How much do financial receptionist jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for financial receptionist in Riverside, CA is $18.59, according to ZipRecruiter salary data. Most workers in this role earn between $15.82 and $20.82 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.
What cities near Riverside, CA are hiring for Financial Receptionist jobs? Cities near Riverside, CA with the most Financial Receptionist job openings:
Financial Receptionist jobs near you
Data Entry Specialist/Receptionist

Data Entry Specialist/Receptionist

Olympus Financial

Rancho Cucamonga, CA • On-site

$19 - $21.50/hr

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Data Entry/Receptionist/Appointment Scheduler - Full Time

Responsibilities:

  • Handle large volume, multi-line phone calls to include answering questions, note-taking, and taking messages.
  • Prioritize making outgoing calls to include appointment reminders, rescheduling, etc.
  • Provide accurate information in-person and via phone/email
  • Maintain call records using a Customer Retention Manager program.
  • Under the supervision of the Office Manager(s) you will be responsible to schedule meetings for multiple executives and update/maintain multiple calendars.
  • Must be able to handle confidential information with the highest degree of privacy
  • May perform other duties.

Qualifications:

  • 3+ years experience working with multi-line phones and scheduling appointments in a fast pace environment.
  • Requires proper phone etiquette and customer service skills.
  • Ability to prioritize and multitask
  • Strong organizational skills, detail-oriented, able to work with a sense of urgency and accuracy.
  • Ability to effectively communicate via phone and email.
  • Eager and willing to learn

Pay varies based on experience and other factors

Company Description

Olympus Financial is a fast paced full service tax preparation and financial services office. We handle everything from individual income tax returns, payroll, sales and use tax, and complex corporation taxes. Additional services include bookkeeping, financial accounting, tax planning, retirement planning along with working with various federal, state and local government agencies and taxing authorities as required.