Cerda Munoz Advisors, Inc.
Office Manager at Cerda Munoz Advisors, Inc.
At
Cerda Munoz Advisors , we are a financial planning and investment management firm dedicated to helping our clients make confident, informed decisions during some of life’s most challenging financial moments. We pride ourselves on treating every client like family, providing the experience, care, and hospitality they can trust.
We are currently seeking a
full-time, professional, friendly, and detail-oriented Receptionist
who is
bilingual in English and Spanish
to manage our front desk operations and serve as the first point of contact for our clients. This role is ideal for someone who enjoys creating a welcoming environment while supporting the daily administrative needs of a growing firm.
Key Responsibilities
Greeting clients and visitors in a warm and professional manner
Answering and directing phone calls; taking accurate messages
Managing and responding to email inquiries
Scanning, faxing, and organizing documents
Scheduling appointments and maintaining calendars
Preferred Skills & Qualifications
Minimum of
two years of experience
in an administrative assistant or receptionist role
Bilingual in English and Spanish (required)
Strong organizational skills with the ability to prioritize and manage multiple tasks
Excellent written and verbal communication skills, including professional phone etiquette
Ability to work independently and coordinate tasks with minimal supervision
Team-oriented mindset with a positive, collaborative attitude
Confident and personable communicator who is comfortable engaging with clients and colleagues
Proactive, strategic thinker with strong attention to detail
Compensation
$20–$23 per hour , based on experience
Employee Benefits
Bonus pay
Healthcare, vision, and dental insurance
Paid vacation time
Paid professional licenses
Complimentary tax preparation services
Retirement plan with company match
This is an excellent opportunity for a motivated, client-focused professional who values organization, communication, and teamwork. The Receptionist plays a vital role in shaping our clients’ experience and supporting the daily operations of our firm.
Seniority level
Entry level
Employment type
Full-time
Job function
Administrative
Investment Management
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Cerda Munoz Advisors , we are a financial planning and investment management firm dedicated to helping our clients make confident, informed decisions during some of life’s most challenging financial moments. We pride ourselves on treating every client like family, providing the experience, care, and hospitality they can trust.
We are currently seeking a
full-time, professional, friendly, and detail-oriented Receptionist
who is
bilingual in English and Spanish
to manage our front desk operations and serve as the first point of contact for our clients. This role is ideal for someone who enjoys creating a welcoming environment while supporting the daily administrative needs of a growing firm.
Key Responsibilities
Greeting clients and visitors in a warm and professional manner
Answering and directing phone calls; taking accurate messages
Managing and responding to email inquiries
Scanning, faxing, and organizing documents
Scheduling appointments and maintaining calendars
Preferred Skills & Qualifications
Minimum of
two years of experience
in an administrative assistant or receptionist role
Bilingual in English and Spanish (required)
Strong organizational skills with the ability to prioritize and manage multiple tasks
Excellent written and verbal communication skills, including professional phone etiquette
Ability to work independently and coordinate tasks with minimal supervision
Team-oriented mindset with a positive, collaborative attitude
Confident and personable communicator who is comfortable engaging with clients and colleagues
Proactive, strategic thinker with strong attention to detail
Compensation
$20–$23 per hour , based on experience
Employee Benefits
Bonus pay
Healthcare, vision, and dental insurance
Paid vacation time
Paid professional licenses
Complimentary tax preparation services
Retirement plan with company match
This is an excellent opportunity for a motivated, client-focused professional who values organization, communication, and teamwork. The Receptionist plays a vital role in shaping our clients’ experience and supporting the daily operations of our firm.
Seniority level
Entry level
Employment type
Full-time
Job function
Administrative
Investment Management
#J-18808-Ljbffr