Denver Fee Only Financial Planning and Investment Management Firm seeks a professional, personable, and highly organized Front Office Coordinator to be the face of our firm and help keep our office running smoothly.
This is more than a traditional receptionist role. We are looking for someone who is proactive, self-motivated, detail-oriented, and takes ownership of their responsibilities without needing to be micromanaged.
Responsibilities
- Serve as the primary point of contact for incoming client calls and direct callers to the appropriate team member.
- Welcome clients and guests, assist with seating, beverages, and overall meeting experience.
- Schedule client appointments and help coordinate in-office meetings.
- Prepare and reset meeting rooms and provide day-to-day support for advisors and staff.
- Coordinate lunches and refreshments for team meetings and busy office days.
- Keep client and staff kitchens clean, organized, and well stocked.
- Monitor and order office, kitchen, and client supplies as needed.
- Coordinate with vendors and assist with general administrative office needs.
- Proactively identify what needs to be done and take care of it without waiting to be asked.
Qualifications
- Excellent written and verbal communication skills.
- Professional, friendly, and comfortable interacting with clients.
- Highly organized with strong attention to detail and follow-through.
- Self-motivated, proactive, and able to work independently.
- Comfortable learning and using financial services terminology.
- Proficient in Microsoft Office.
- At least 1 year of experience in a front office, administrative, client service, hospitality, or similar role.
- Financial services experience is a plus.
- Salesforce and RingCentral experience is a plus.
The Ideal Candidate
You are someone who naturally notices what needs to be done and takes care of it. You enjoy working with people, take pride in creating a professional client experience, and can confidently manage a variety of responsibilities without constant direction.
This position is an important part of our firm and has the potential to grow over time based on the candidate's strengths and interests.
Pay: $25.00 - $30.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Retirement plan
- Vision insurance
Application Question(s):
- This position requires someone who can work independently and proactively without being closely supervised. Tell us about a time you noticed something that needed to be done and took care of it without being asked.
- What interests you most about this position?
- This position includes some routine responsibilities such as keeping kitchens stocked, resetting meeting room and coordinating lunches. Howe do you feel about having these responsibilities as an important part of your job?
Education:
- High school or equivalent (Required)
Work Location: In person
