Front Office Coordinator
Core
Serve as the face of the office, ensuring clients and guests have a positive experience from the moment they arrive, while supporting the day-to-day administrative needs of the wealth management practice.
Role type
Front Office Coordinator (Administrative Support)
Builds
A polished, welcoming office environment and smooth daily operations for client-facing advisors
Domain
Wealth Management / Financial Services
Required skills
Client greeting and reception, appointment scheduling, mail and correspondence management, office supply inventory, meeting room preparation, document preparation, Microsoft Office proficiency
Preferred skills
Previous receptionist or administrative assistant experience, financial services experience, hospitality experience
Responsibilities
Greet clients and visitors warmly, answer and direct incoming calls, manage advisor calendars, maintain clean and professional common areas, organize office supplies, prepare conference rooms for meetings, handle incoming and outgoing mail
Seniority
Entry-level to Mid-level, hands-on IC