June 7, 2019


Confidential Bakersfield, California

We are an independent comprehensive wealth management practice with a vision of developing meaningful relationships with our clients and becoming their most trusted financial advisor. With responsibility for being the first point of contact for clients and associates in the front office, the Receptionist must maintain a professional demeanor and focus on a high level of customer service. Playing a large role in relationships, this person must focus on the experience we create and provide with each & every interaction. ◦ Communicates account information with clients & associates ◦ Documents company events via photography for social media posting

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