Current Job Opportunities

Front Office Assistant/Receptionist

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Christopher Weil & Company, Inc. (CWC) is a Financial Advisory and Investment Management firm in Carmel Valley. We are seeking to add a full-time Front Office Assistant/Receptionist

to our Client Service Team.

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CWC is a family-owned and -operated business. Our vocational mission is to deliver service, accountability, and innovation to our clients, through collaboration, communication, and curiosity. At CWC, we work as a team, learning and growing together, as we pursue excellence in service of our clients.

The Client Liaison is responsible for greeting visitors to the office, scheduling and facilitating the many meetings between staff and clients, and the many internal staff meetings. Scheduling and facilitating meetings includes communicating with clients and prospects, ordering and picking up meeting lunches, coordinating the meeting rooms, and securing out-of-office meeting arrangements. The Client Liaison is responsible for making travel arrangements for staff work trips. They also manage the office equipment and organize staff events (quarterly staff events and celebrations, for example). Also among their responsibilities is managing documentation on our Client Portal system, and administrating the tasks associated with on-boarding new staff and off-boarding departing staff, as well as supervising the interns.

We offer a full-time salary, vacation time, health benefits, a 401(k) plan and the opportunity for bonus pay. A Bachelor's degree is a requirement for employment. A person who enjoys the following skillset would be well-suited for this position and company:

• Amenable to training

• Extremely organized

• Comfortable with high-levels of detail-oriented work in a fast-paced environment

• Good problem-solver

• Skilled at professional, concise and friendly phone and email communication

• Flexible and lighthearted about inevitable changes and adjustments

• Happy to own mistakes and learn from them

• Technology literate and willing to adapt to specific methodologies

• Welcoming of collaboration with others

• Kind and good-natured, and in particular, respectful of everyone's right to work in a diverse and welcoming work space.

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Interviewees will be asked to construct a sample client-outreach email during the interview. We require this because effective email communication with clients and prospects is a cornerstone of the Front Office Assistant/Receptionist position.

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Christopher Weil & Company, Inc. is an equal opportunity employer.

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Please send resume to jandrews@cweil.com.