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Financial Receptionist Jobs in Riverside, CA (NOW HIRING)

Firm Receptionist The Firm Receptionist at LSL is responsible for creating a welcoming and ... Print, bind and mail financial statements, as needed Commercial Assurance Department Duties * Print ...

Demonstrates respect for company property, including any cash and patient financial information on site or on patient portals. * Is responsive to the needs of others by exhibiting and maintaining ...

Demonstrates respect for company property, including any cash and patient financial information on site or on patient portals. * Is responsive to the needs of others by exhibiting and maintaining ...

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$10

$18

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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:
Firm Receptionist - People Operations

Firm Receptionist - People Operations

LSL

Irvine, CA

$25 - $30/hr

Full-time

Posted 29 days ago


Job description

Join our Team!
We work in an environment where everyone’s voice is heard
We are one of the largest regional accounting firms headquartered in Orange County, California. We’re accountants providing solid guidance, support amp; solutions to businesses, governments, and non-profits. Our outstanding employees are crucial to our unique, diverse culture and talent development, as well as our ability to attract clients successfully. At LSL, you will discover an atmosphere that motivates and encourages you to succeed personally and professionally.
Firm Receptionist
The Firm Receptionist at LSL is responsible for creating a welcoming and efficient front office experience each day. This role supports daily office operations Monday through Friday from 7:30 AM to 5:00 PM, with every other Friday off as part of the firm’s flexible schedule. Key duties include answering phones, assisting staff and guests, handling daily bank deposits, managing mail distribution, and maintaining office supplies. This role requires multitasking and strong organizational skills to ensure seamless operations and excellent client service. This position involves collaboration with various teams to support the overall success of the firm's operations.
What you will be doing:
Front Office Duties
  • Assist the Administrative Operations Manager with general office support
  • Responsible for answering phone calls for all LSL offices
  • Assist amp; support staff and guests while in the Irvine office
  • Responsible for daily bank deposits including scanning checks, completing Excel documentation, and reconciling the deposit
  • Responsible for ensuring all FedEx/USPS packages are dropped at the appropriate locations
  • Scan and electronically distribute mail for all offices, including the research and follow-through needed for all mail returned to sender
  • Responsible for the weekly inventory of supplies amp; snacks for Irvine office, re-order as needed
  • Keep the reception area and kitchen neat, clean and organized
  • In conjunction with the EAs, download signed Engagement Letters daily and save appropriately
  • Responsible for all outgoing mail, which may include paper invoices and statements
  • Responsible for scanning, organizing, communicating and filing all physical client files received
  • Schedule appointments for Partners and senior leaders, as needed
  • Order lunch for the Irvine office firm events
  • Other duties as assigned
Tax Department Duties
  • Assist in calling clients to follow up on unsigned engagement letters and incomplete e-file authorizations
  • Once the return is complete, assist in returning the original documents to appropriate clients
  • Print, mail and/or email Engagement Letters amp; Tax Organizers as requested by certain clients
  • Assist with the printing and mailing of tax returns as requested by certain clients on paper
Government Assurance Department Duties
  • Scan bank confirmations that are received in the mail.
  • Print, bind and mail financial statements, as needed
Commercial Assurance Department Duties
  • Print, bind and mail financial statements, as needed
Preferred Qualifications:
  • High School degree or GED, required.
  • Bachelor’s degree, preferred.
  • 2+ years of experience in a professional services environment, required.
  • Previous experience in accounting or legal industry, preferred.
  • Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint and Teams), required.
  • Demonstrated ability to plan and organize projects
Work Authorization:
Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.
Please note that quoted salary ranges are not guarantees of what final salary offers may be. Base pay may vary depending on job-related knowledge, skills,
​experience, and geographic location. Base pay is only one part of the Total Rewards that LSL, LLP provides to compensate and recognize our professionals for their work. All exempt positions are eligible for a discretionary bonus and all employees who are regularly scheduled to work 30 hours or more per week are offered a comprehensive benefits package.
Work Environment
Typical indoor office environment
Disclaimer
The above statements are intended to describe the general nature and level of the work being performed by people within this classification. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of employees assigned to this job.