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Focus Financial Partners

RIA aggregator and growth platform

Front Desk Receptionist

Reception & Front DeskUpdated on Nov 9
Full-timeSanta Monica, CA, USA

About the Job

Requirements

  • At least 2 years of administrative or front desk experience in a professional services environment is preferred.
  • Intermediate to advanced proficiency in Microsoft Outlook, Word, Excel, and Teams.
  • Excellent organizational and time management skills, including the ability to prioritize competing responsibilities.
  • Strong verbal and written communication skills.
  • High attention to detail and accuracy.
  • Ability to exercise sound judgment and maintain strict confidentiality.
  • Comfort working in a fast-paced environment with changing priorities.
  • Professional demeanor and strong interpersonal skills, with the ability to work effectively with individuals across all levels of the organization.

Responsibilities

  • Answer telephone calls appropriately, refer calls to the proper staff, and take messages when necessary.
  • Assist with sorting and opening daily mail.
  • Assist with scanning and payment of invoices in Agillink.
  • Assist the supervisor in resolving equipment and building problems using the building's online ticketing system.
  • Maintain company phone lists and client lists in Excel.
  • Maintain the reception area, conference rooms, and lunchroom in an orderly manner, and keep supplies stocked as needed.
  • Open the front desk in the morning and clean up and close the office in the evening.
  • Process invoices.
  • Maintain conference room scheduling and post meetings in Outlook.
  • Receive deliveries and notify staff of deliveries received.
  • Screen visitors, telephone calls, and incoming mail.
  • Manage visitor parking passes.

Desired Qualifications

  • At least 2 years of administrative or front desk experience in a professional services environment.

About the Company

Focus Financial Partners

RIA aggregator and growth platform

Focus Financial Partners supports independent registered investment advisers (RIAs) by building a network of partner firms and providing growth and operational support. Its core product is a customizable platform that helps RIAs grow their businesses and streamline operations, including resources for succession planning and strategic growth. It differentiates itself through a large, PE-backed partnership model that combines growth capital with a network approach, enabling advisors to go independent, merge with or join partner firms, and access scalable tools and services. The company’s goal is to help advisory practices expand, improve client service, and plan for smooth succession while maintaining client relationships.

Company size
1,001-5,000
Company stage
IPO
Headquarters
New York City, New York
Founded
2006

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