Goldbook Financial Jobs Hiring Now
Goldbook Financial is hiring for 5 open roles on Migrate Mate as of July 16, 2026, concentrated in account management and administrative & office support, with listed salaries up to about $200,000. Migrate Mate updates Goldbook Financial's live openings daily. Goldbook Financial is a financial services firm offering advisory, sales, and administrative roles across its offices.
Find Goldbook Financial JobsOverview
Goldbook Financial hiring data on Migrate Mate, as of July 16, 2026.
- Open jobs
- 5
- Top team
- Account Management
- Seniority
- Across all levels
- Work type
- 20% remote or hybrid
- Top location
- San Diego
- Salary range
- $50,000–$200,000
Listed salaries for Goldbook Financial roles on Migrate Mate range from about $50,000 to $200,000 per year across 5 open roles, as of July 16, 2026.
Open Roles at Goldbook Financial
Showing 5 of 5+ Goldbook Financial jobs
POSITION SUMMARY & OVERALL PURPOSE:
The purpose of this part-time position is to perform various administrative and office support duties as needed at the Front Desk as well as assistance to other departments within the firm. This high-energy, detail-oriented positive person represents the first impression of GoldBook Financial to clients, associates and guests of the firm.
JOB ACCOUNTABILITIES:
Duties
- Greet and welcome all clients, associates and guests in a professional, friendly, and hospitable manner; announce visitors promptly to appropriate advisors or staff members; maintain a neat and orderly Front Desk, Reception area and general office area; ensure break room, lobby area and conference rooms are stocked, neat and tidy
- Answer Front Desk telephone calls and ensure that they are transferred or handled promptly and properly
- Coordinate with all external facility vendors (Iron Mountain, Parks Coffee, Sparklett’s, etc.) for maintenance, supplies and service
- Maintain and order all office supplies, kitchen supplies, printer supplies, coffee, etc. through approved vendors, ensuring that items are always on hand
- Maintain office and kitchen machinery and supplies including postage meter and photocopier
- Distribute incoming mail including US mail and UPS
- Sign for, receive and distribute packages delivered to agency
- Open, review, stamp and comply with all incoming/outgoing mail, check and fax correspondence according to compliance and supervisory guidelines
- Post agency outgoing mail and prepare UPS packages daily
- Prepare and send any Home Office/detached mail
- Schedule conference room meetings and train advisors on scheduling conference rooms
- Prepare welcome packets and prepare assigned workspace for new advisors, staff and assistants
- Provide telephone and voicemail training to new advisors, staff and assistants
- Assist with event planning and meal ordering
- New advisor, staff and assistant onboarding to include the set-up of workspace, printer setup, issuance of keys and badges
- Provides administrative support to other departments
- Additional duties and/or special projects as assigned
JOB COMPETENCIES:
Required Knowledge
- Strong Microsoft Office skills (Outlook, Word, Excel and PowerPoint)
- Good technology skills
Required Skills/Abilities
- Consistently presents a friendly, cheerful and positive demeanor with the clients, associates and guests
- Has a strong sense of urgency about solving problems and completing tasks and assignments
- Reads situations quickly and accurately
- Ability to self-manage as well as resolve issues on own
- Oral and written communication skills
- Listening skills
- Customer service skills
- Attention to detail
- Planning and organization skills
- Is a team player
- Ability to multi-task and prioritize multiple projects and needs with a smile
- Ability to quickly ‘catch on’ to tasks, projects, needs
- Dedicated to exceeding internal and external client expectations and experience
- Keeps others informed on the status of assigned work
Required Behaviors/Attitudes
- Positive and professional attitude
- Dependable
- Punctual
- Ability to remain calm under pressure
- Presents an appropriate professional appearance and demeanor
- Embraces change with optimism and positivity
- Takes pride in output and ownership in delivering superior results
- Cares about quality and representing the GoldBook brand
EDUCATION/EXPERIENCE/LICENSE REQUIREMENTS:
Education: Associate degree or higher preferred or equivalent
Experience: 2+ years of previous experience in customer service or in an admin/receptionist position for a Financial Service firm is preferred but not required
License Requirement: None
POSITION SUMMARY & OVERALL PURPOSE:
The purpose of this part-time position is to perform various administrative and office support duties as needed at the Front Desk as well as assistance to other departments within the firm. This high-energy, detail-oriented positive person represents the first impression of GoldBook Financial to clients, associates and guests of the firm.
JOB ACCOUNTABILITIES:
Duties
- Greet and welcome all clients, associates and guests in a professional, friendly, and hospitable manner; announce visitors promptly to appropriate advisors or staff members; maintain a neat and orderly Front Desk, Reception area and general office area; ensure break room, lobby area and conference rooms are stocked, neat and tidy
- Answer Front Desk telephone calls and ensure that they are transferred or handled promptly and properly
- Coordinate with all external facility vendors (Iron Mountain, Parks Coffee, Sparklett’s, etc.) for maintenance, supplies and service
- Maintain and order all office supplies, kitchen supplies, printer supplies, coffee, etc. through approved vendors, ensuring that items are always on hand
- Maintain office and kitchen machinery and supplies including postage meter and photocopier
- Distribute incoming mail including US mail and UPS
- Sign for, receive and distribute packages delivered to agency
- Open, review, stamp and comply with all incoming/outgoing mail, check and fax correspondence according to compliance and supervisory guidelines
- Post agency outgoing mail and prepare UPS packages daily
- Prepare and send any Home Office/detached mail
- Schedule conference room meetings and train advisors on scheduling conference rooms
- Prepare welcome packets and prepare assigned workspace for new advisors, staff and assistants
- Provide telephone and voicemail training to new advisors, staff and assistants
- Assist with event planning and meal ordering
- New advisor, staff and assistant onboarding to include the set-up of workspace, printer setup, issuance of keys and badges
- Provides administrative support to other departments
- Additional duties and/or special projects as assigned
JOB COMPETENCIES:
Required Knowledge
- Strong Microsoft Office skills (Outlook, Word, Excel and PowerPoint)
- Good technology skills
Required Skills/Abilities
- Consistently presents a friendly, cheerful and positive demeanor with the clients, associates and guests
- Has a strong sense of urgency about solving problems and completing tasks and assignments
- Reads situations quickly and accurately
- Ability to self-manage as well as resolve issues on own
- Oral and written communication skills
- Listening skills
- Customer service skills
- Attention to detail
- Planning and organization skills
- Is a team player
- Ability to multi-task and prioritize multiple projects and needs with a smile
- Ability to quickly ‘catch on’ to tasks, projects, needs
- Dedicated to exceeding internal and external client expectations and experience
- Keeps others informed on the status of assigned work
Required Behaviors/Attitudes
- Positive and professional attitude
- Dependable
- Punctual
- Ability to remain calm under pressure
- Presents an appropriate professional appearance and demeanor
- Embraces change with optimism and positivity
- Takes pride in output and ownership in delivering superior results
- Cares about quality and representing the GoldBook brand
EDUCATION/EXPERIENCE/LICENSE REQUIREMENTS:
Education: Associate degree or higher preferred or equivalent
Experience: 2+ years of previous experience in customer service or in an admin/receptionist position for a Financial Service firm is preferred but not required
License Requirement: None
Job Roles at Goldbook Financial
Working at Goldbook Financial
Goldbook Financial's 5 open roles are across all levels, and about 20% are remote or hybrid. The most active teams are account management, administrative & office support, and business development. Goldbook Financial is a financial services firm with positions spanning client-facing advisory work, financial sales, and office administration. The firm hires across advisory, sales management, and support functions, serving clients through in-person offices in the Southwest and Southern California. Most Goldbook Financial roles are based in San Diego, with some in Scottsdale and Costa Mesa.
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Browse jobs by roleGoldbook Financial Jobs: Frequently Asked Questions
How many jobs is Goldbook Financial hiring for right now?
Goldbook Financial is hiring for 5 open roles on Migrate Mate as of July 16, 2026, updated daily, concentrated in account management and administrative & office support. Roles span financial advising, sales management, and administrative support. Migrate Mate pulls Goldbook Financial's current openings directly so the count reflects what is actively posted.
What kinds of roles does Goldbook Financial hire for?
The most active teams are account management, administrative & office support, and business development. Goldbook Financial hires for client-facing financial advisor positions, sales management roles within financial services, and administrative and receptionist support roles. Most postings are across all levels, covering both revenue-generating advisory functions and the operational staff who support them.
Are Goldbook Financial jobs remote or in-person?
A mix of remote and on-site. About 20% of Goldbook Financial's open roles on Migrate Mate are remote or hybrid as of July 16, 2026, with the rest based in San Diego. Each Goldbook Financial listing shows its work location so you can filter before applying.
How do I apply to a job at Goldbook Financial?
Find a Goldbook Financial role on Migrate Mate, then follow the listing through to Goldbook Financial's own application page to submit your materials directly. Goldbook Financial manages its own hiring process, including screening and interviews. Migrate Mate keeps listings current so you can apply to roles that are actively open.
What do Goldbook Financial jobs pay?
Listed salaries for Goldbook Financial roles on Migrate Mate range from about $50,000 to $200,000 per year as of July 16, 2026, with most postings at across all levels. Exact pay is set by Goldbook Financial and shown on each listing.
Does Goldbook Financial hire entry-level?
Most of Goldbook Financial's open roles on Migrate Mate are across all levels as of July 16, 2026. Check individual Goldbook Financial listings for stated experience requirements.
Where is Goldbook Financial hiring?
Most Goldbook Financial roles are based in San Diego, with some in Scottsdale and Costa Mesa, and about 20% offer remote or hybrid work as of July 16, 2026. Migrate Mate shows the location on each listing.