What are the responsibilities and job description for the Receptionist position at Cerda Munoz Advisors?
At Cerda Munoz Advisors, we are a finance and investing 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 ResponsibilitiesThis position will assist with a variety of clerical and administrative duties, including but not limited to:Greeting clients and visitors in a warm and professional mannerAnswering and directing phone calls; taking accurate messagesManaging and responding to email inquiriesScanning, faxing, and organizing documentsScheduling appointments and maintaining calendarsPreferred Skills & QualificationsThe ideal candidate will demonstrate the following:Minimum of two years of experience in an administrative assistant or receptionist roleBilingual in English and Spanish (required)Strong organizational skills with the ability to prioritize and manage multiple tasksExcellent written and verbal communication skills, including professional phone etiquetteAbility to work independently and coordinate tasks with minimal supervisionTeam-oriented mindset with a positive, collaborative attitudeConfident and personable communicator who is comfortable engaging with clients and colleaguesProactive, strategic thinker with strong attention to detailRequired EducationBachelor’s degree or equivalent work experienceCompensation$20–$23 per hour, based on experienceEmployee BenefitsWe offer a competitive benefits package designed to support our employees’ well-being, professional growth, and long-term financial success, including:Bonus payHealthcare, vision, and dental insurancePaid vacation timePaid professional licensesComplimentary tax preparation servicesRetirement plan with company matchThis 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. Company DescriptionCerda Munoz Advisors exists to help our clients make smart decisions when facing difficult financial problems. We strive to protect and grow clients' money so you can achieve financial freedom.
Salary : $20 - $23