Receptionist/ Client Experience Coordinator

Oregon Pacific Financial Advisors | Downtown Medford, OR | In-Person

Be the first impression for a respected financial advisory firm and the steady, polished presence that keeps the office running smoothly. If you’re the kind of person who genuinely enjoys helping others, takes pride in being organized, and can make clients feel instantly welcomed — you’ll thrive here.

Oregon Pacific Financial Advisors (OPFA) is a highly respected investment advisory firm in downtown Medford. We’re looking for a professional, upbeat Receptionist team member to serve as the first point of contact for clients and to keep our advisors running smoothly.

Why OPFA

• Join a stable, reputable firm with a strong community presence
• Work with a team that values excellence, integrity, and follow-through
• A role that blends people + organization (not just answering phones)

OPFA Core Values

• KNOWLEDGEABLE: We are experts in our own craft. We study. We improve. We ask questions and stay curious. In a complex and constantly changing field like financial planning, our clients expect us to be sharp, and we take that responsibility seriously.
• CARES ABOUT CLIENTS:This is not a transactional business. We lead with empathy. We listen, we advise, and we serve in the client's best interest at the center. Every interaction should reflect genuine care.
• DEPENDABLE:We do what we say we'll do. Every time. Our word is our bond—to our clients, our teammates, and our partners. We show up, we follow through. Reliability builds trust, and trust is the way we measure our relationships.
• CAN-DO POSITIVE ATTITUDE: We tackle challenges with optimism. We bring energy to the table, look for solutions, and stay above the line. Negativity, blame, or excuses don't move us forward; action and positivity do.
• DRIVEN:We're ambitious. We set high standards for ourselves and each other. We are always reaching for the next level of service, results, and growth.
• GRIT: We push through. We stay the course. When it's hard, when it's uncertain, when it would be easier to stop — we keep going. We take ownership, embrace the challenge, and finish strong.
• HUMBLY CONFIDENT: We know what we're good at, and we don't need to boast. We also know we don't have all the answers. We're open to learning, feedback, and growth. We speak with confidence and act with humility.

What You’ll Do

You’ll help create a smooth, welcoming, well-organized experience for clients and the team.

Client Welcome & Front Desk Excellence

• Greet clients and visitors with warmth and professionalism
• Answer and direct calls promptly, courteously, and accurately
• Maintain a calm, polished reception area and client-ready environment

Scheduling & Team Support

• Manage and coordinate advisor calendars and appointments
• Use scheduling software to keep the day running efficiently
• Communicate clearly with clients regarding scheduling needs and updates
• Provide dependable administrative support (mail, scanning, filing, follow-up calls, etc.)

Client Service Support (Accuracy Matters Here)

• Assist advisors with general client service needs and routine paperwork — done carefully and correctly
• Communicate clearly with clients and internal team members; follow-up is a big part of success
• Maintain confidentiality and a high standard of care with sensitive information

What We’re Looking For

You’re a strong fit if you’re:

• Professional, friendly, and comfortable talking with clients
• Organized and detail-oriented (you double-check your work and take ownership of tasks)
• Calm under pressure and able to juggle competing priorities
• Reliable — your team can count on you to follow through with excellence

Experience / Education

• 3+ year of related experience (or equivalent combination of education and experience)
• Associate degree preferred
• Prior admin/reception experience is important
• Working knowledge of Microsoft Outlook/Office, scheduling software, and comfort learning custodian portals
• Experience in a financial service, legal, accounting, or other professional office setting preferred

Schedule, Pay, Benefits

• Full-time, in-person (Downtown Medford)
• Monday–Friday | 8:00am–5:00pm (1-hour lunch)
• Pay: From $17.00/hour (depending on experience)
• Benefits include: 401(k) + match, health, dental, vision, paid time off

Pre-Employment Requirement

• Employment is contingent upon successfully passing a background check and drug screen.

How to Apply

If you’re sharp on details, confident with clients, and thrive in a polished environment, this role could be a great fit. Apply here on Indeed. If you’re selected for next steps, we’ll contact you to schedule a brief phone conversation.

Job Type: Full-time

Pay: From $17.00 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Associate (Preferred)

Experience:

• Administrative Assistants & Receptionists: 3 years (Required)

Work Location: In person