What are the responsibilities and job description for the Receptionist position at Independent Financial Group, LLC?
Join Our Team as a Receptionist at Independent Financial Group (IFG)!
Are you a personable and professional individual who enjoys creating positive first impressions? Independent Financial Group (IFG) is seeking a polished, proactive Receptionist to serve as the welcoming face of our San Diego headquarters. If you’re organized, reliable, and thrive as the go-to person in a dynamic office environment, this opportunity is for you.
Independent Financial Group, LLC (IFG) is a privately held independent wealth management provider based in San Diego, California. Founded in 2003, IFG supports more than 600 independent financial professionals in over 400 offices nationwide with a comprehensive suite of business solutions. IFG has been widely recognized as a leading independent broker-dealer. In 2025, Financial Advisor magazine listed IFG as the 15th largest national independent broker-dealer and #2 for privately held broker-dealers based on gross revenue. Financial Planning ranked IFG 1st for women as a percentage of producing representatives in 2025 and 7th for financial advisor payout in 2024. InvestmentNews ranked the firm in the top 10 for payout and account assets in 2024. IFG is an eight-time honoree on the Inc. 5000 list of "Fastest-Growing Private Companies in the US," and the San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022 and 2023.
Job Duties
Education and Experience:
Are you a personable and professional individual who enjoys creating positive first impressions? Independent Financial Group (IFG) is seeking a polished, proactive Receptionist to serve as the welcoming face of our San Diego headquarters. If you’re organized, reliable, and thrive as the go-to person in a dynamic office environment, this opportunity is for you.
Independent Financial Group, LLC (IFG) is a privately held independent wealth management provider based in San Diego, California. Founded in 2003, IFG supports more than 600 independent financial professionals in over 400 offices nationwide with a comprehensive suite of business solutions. IFG has been widely recognized as a leading independent broker-dealer. In 2025, Financial Advisor magazine listed IFG as the 15th largest national independent broker-dealer and #2 for privately held broker-dealers based on gross revenue. Financial Planning ranked IFG 1st for women as a percentage of producing representatives in 2025 and 7th for financial advisor payout in 2024. InvestmentNews ranked the firm in the top 10 for payout and account assets in 2024. IFG is an eight-time honoree on the Inc. 5000 list of "Fastest-Growing Private Companies in the US," and the San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022 and 2023.
Job Duties
- Handle and professionally route 150 inbound calls daily using a multi-line phone system and voicemail, ensuring timely responses and accurate message delivery.
- Use discretion and critical thinking to direct calls to the appropriate departments or team members.
- Welcome and assist visitors, providing a warm, professional first impression and managing the check-in process via iPad.
- Accurately take and relay messages to ensure important communications are promptly delivered.
- Manage and coordinate conference room calendars, scheduling across departments efficiently.
- Receive, sort, and distribute incoming mail, shipments, and faxes to the correct departments.
- Provide general administrative support to multiple departments to facilitate smooth daily operations.
- Maintain and organize documents and records to ensure accuracy and easy access.
- Update TV displays with announcements such as new hires, promotions, and series exams passed.
- Maintain cleanliness and organization of breakrooms and conference rooms.
- Support new hire onboarding by setting out welcome SWAG and materials.
Education and Experience:
- High school diploma or equivalent required; associate degree or higher preferred.
- Previous experience as a receptionist or office assistant is a plus.
- Experience in the financial services industry is highly desirable.
- Familiarity with multi-line phone systems preferred.
- Excellent verbal and written communication skills, with a strong focus on customer service.
- Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
- Strong organizational skills with a keen eye for accuracy and attention to detail.
- Effective multitasking abilities and capability to manage competing priorities.
- Comfortable using and managing multi-line phone systems.
- Adaptable and flexible, thriving in a dynamic, fast-paced environment.
- Professional and approachable demeanor with strong interpersonal skills.
- Comfortable interacting with all levels of staff and clients, maintaining professionalism at all times.
- Eager to learn and grow, with a willingness to take on new challenges as the role and organization evolve.
- IFG offers a competitive benefits package including free on-site fitness center, company-paid medical, dental, vision, life insurance, long-term disability, 401(k) matching, and market-level compensation, based on experience.