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Financial Receptionist Jobs in Riverside, CA (NOW HIRING)

PDS Health

Receptionist

Irvine, CA · On-site

$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

Mission Viejo, CA · On-site

$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

San Dimas, 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

Yorba Linda, CA · On-site

$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 · 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

Irvine, 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 · 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

Ontario, CA · On-site

$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

Glendora, 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

San Dimas, CA · On-site

$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

Glendora, CA · On-site

$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

Ontario, 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 ...

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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

Receptionist - State Farm Agent Team Member

Maria Feria - State Farm Agent

Chino, CA

$40K - $50K/yr

Other

PTO

Posted 8 days ago

Job description

Maria Feria State Farm Agency

Maria Feria State Farm Agency 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. 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.

Benefits include a bonus based on performance, company parties, a competitive salary, a flexible schedule, free food and snacks, opportunity for advancement, paid time off, and training and development.

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.

Compensation: $40,000.00 - $50,000.00 per year

Our team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Chino, CA and help customers with their insurance and financial services needs, including auto insurance, home insurance, life insurance, and 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.

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