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Financial Receptionist Jobs (NOW HIRING)

MHA ZENTGRAF CORPORATION

Receptionist

Buffalo, NY · On-site

$18 - $26/hr

The Receptionist will also support general accounting tasks, contributing to the accuracy and organization of financial records. By efficiently managing administrative duties and facilitating smooth ...

Eclaro

Receptionist

Melville, NY · On-site

$23.27/hr

Receptionist Job Number: 26-00683 Find your next opportunity in the Financial Services Industry. ECLARO is looking for a Receptionist for our client in Melville, NY. ECLARO's client is one of the ...

Eclaro

Receptionist

Melville, NY

$23.27/hr

Receptionist Job Number: 26-00683 Find your next opportunity in the Financial Services Industry. ECLARO is looking for a Receptionist for our client in Melville, NY. ECLARO's client is one of the ...

Tutera Senior Living & Health Care

Receptionist

Dixon, IL

$15 - $19.75/hr

Receptionist - Full Time Dixon Rehabilitation & Healthcare Center Are you a Receptionist seeking an ... Financial Literacy Classes * Employee Assistance Program offering Mental Health Resources, Legal ...

Masonic Villages

Receptionist

Lafayette Hill, PA · On-site

$21/hr

Receptionist Part Time | Every Other Week | Thurs-Fri 4pm-7pm; Sat-Sun 8am-4pm Pay: $21/hour With ... Employer matched Retirement Savings with free financial planning * A commitment to growing our ...

Artech Information System LLC

Receptionist

New York, NY

$17.25 - $22.75/hr

... financial flexibility by offering contingent labor as a variable cost. Job Title: Receptionist Location: New York, NY Duration: 6+weeks Description: Operates the PBX systems and typically greets ...

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How much do financial receptionist jobs pay per hour?

As of Jun 5, 2026, the average hourly pay for financial receptionist in the United States is $17.82, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $19.95 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.
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Financial Receptionist jobs near you

Receptionist

MHA ZENTGRAF CORPORATION

Buffalo, NY • On-site

$18 - $26/hr

Full-time

Posted 27 days ago

Job description

About the Role:

The Receptionist in our manufacturing company serves as the first point of contact for visitors, clients, and employees, ensuring a welcoming and professional environment. This role is pivotal in managing front desk operations, including handling incoming calls, scheduling appointments, and coordinating communication across departments. The Receptionist will also support general accounting tasks, contributing to the accuracy and organization of financial records. By efficiently managing administrative duties and facilitating smooth office operations, this position directly supports the overall productivity and professionalism of the company. The ideal candidate will balance excellent interpersonal skills with attention to detail in accounting processes to enhance both customer experience and internal workflows.

Minimum Qualifications:

  • High school diploma or equivalent.
  • Proven experience in a receptionist or administrative role, preferably within a manufacturing or industrial setting.
  • Basic knowledge of general accounting principles and practices.
  • Proficiency in Microsoft Office Suite, especially Excel and Word.
  • Strong communication and organizational skills.

Preferred Qualifications:

  • Associate degree or certification in accounting, business administration, or related field.
  • Experience with accounting software such as QuickBooks or SAP.
  • Familiarity with manufacturing industry operations and terminology.
  • Ability to multitask and prioritize in a fast-paced environment.
  • Customer service training or certification.

Responsibilities:

  • Greet and assist visitors and clients promptly and courteously, providing information and directing them to the appropriate personnel or departments.
  • Manage multi-line phone systems, respond to inquiries, and route calls efficiently to ensure effective communication.
  • Perform general accounting tasks such as processing invoices, maintaining financial records, and assisting with expense tracking to support the finance team.
  • Schedule and coordinate meetings, appointments, and company events, ensuring all logistical details are handled accurately.
  • Maintain the reception area and office supplies, ensuring a clean, organized, and professional environment.

Skills:

The required skills in general accounting are applied daily to accurately process invoices, track expenses, and maintain financial documentation, ensuring the finance team has reliable data. Strong communication skills are essential for managing front desk interactions, answering inquiries, and coordinating between departments effectively. Organizational skills help in scheduling appointments and maintaining an orderly reception area, which contributes to a professional workplace atmosphere. Proficiency with office software enables efficient handling of administrative and accounting tasks, streamlining workflows. Preferred skills such as familiarity with accounting software and manufacturing processes enhance the ability to support specialized financial tasks and understand the context of the industry, improving overall job performance.