Part-Time Phone Receptionist & Office Assistant - Financial Planning Office

Part-Time Phone Receptionist & Office Assistant – Financial Planning Office

Location: Lake Forest, CA

Pay: $25 per hour

Schedule: 5 hours per day, 5 days per week (Monday–Friday)

Job Type: Part-Time

About Us:

We are a well-established financial planning office in Lake Forest, CA, dedicated to providing exceptional service to our clients. We’re looking for a reliable and friendly individual to join our team in a part-time capacity.

Job Description:

We seek a Part-Time Phone Receptionist & Office Assistant to manage incoming calls and assist with basic office tasks. This role is perfect for someone with strong communication skills and a professional demeanor who enjoys supporting a small, client-focused team.

Responsibilities:

• Answer and direct phone calls in a courteous and timely manner
• Schedule appointments and manage basic calendar updates
• Perform light office duties (e.g., filing, data entry, mail sorting)
• Greet clients and visitors as needed
• Assist with other administrative tasks to support the team

• Excellent phone etiquette and verbal communication skills
• Basic computer skills (e.g., Microsoft Office, email, scheduling software)
• Professional and friendly attitude
• Reliable and punctual with a strong attention to detail
• Prior office or customer service experience is a plus but not required
• Must be located in or near Lake Forest, CA

Compensation & Schedule:

• $25 per hour
• 5 hours per day, Monday through Friday (25 hours per week)
• Flexible start time (e.g., 9 AM–2 PM or similar, to be discussed)

How to Apply:

Please submit your resume and a brief note about why you’re a great fit for this role to tpwkolleen@gmail.com. We look forward to hearing from you!