Our client in Dallas, Texas Is seeking a Front Desk Coordinator to join their wealth management team.
Are you looking to kickstart your career in wealth management? This is an exceptional ground-floor opportunity for you! As the first point of contact for our clients, you’ll play a crucial role in creating a welcoming atmosphere and ensuring smooth operations within our office.
100% on-site
Key Responsibilities:
- Front Desk Management: Greet clients and guests warmly upon arrival, ensuring they feel valued and comfortable.
- Phone Operations: Answer incoming calls and manage the phone system efficiently.
- Office Opening/Closing: Follow a daily checklist to open and close the office, ensuring a seamless start and end to the day.
- Conference Room Coordination: Schedule conference room usage and maintain cleanliness and organization in all meeting spaces.
- Event Support: Assist in planning client and team events, ensuring they run smoothly and professionally.
- Mail Handling: Collect, sort, and distribute mail to team members promptly.
- Supply Management: Order office supplies and refreshments while adhering to budgetary constraints.
- Vendor Liaison: Serve as the primary contact for office service vendors and building management.
- Gift Coordination: Manage client gift requests and maintain compliance logs.
- Meeting Preparation: Assist in preparing materials, including PowerPoint presentations, for team meetings.
- Additional Support: Take on other tasks as needed to support the office environment.
Qualifications:
- Education: Bachelor’s degree in business or a related field is preferred.
- Experience: Minimum of 2 years of relevant experience is required.
- Technical Proficiency: Strong skills in Outlook, PowerPoint, Word, and Excel.
- Confidentiality: Ability to handle sensitive client information with the utmost discretion.
- Background Check: Must consent to and pass a favorable credit report and background check.
Why Join Us?
This role offers the chance to be part of a dynamic team dedicated to providing exceptional service to our clients. If you’re ready to take the first step in your wealth management career, we encourage you to apply!