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Front Office Coordinator

$60k - $70k

The Well

Job Description

Full-time | In office, Monday–Friday | $60,000–$70,000+, based on experience

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Be the first face our clients see, and the heart of their experience.

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At our growing financial services firm, the front desk is the most important seat in the office. How a client is welcomed sets the tone for everything that follows. We're looking for a polished, experienced professional to join our two-person front office team. You'll make every visitor feel seen and cared for, and you'll keep the office running smoothly behind the scenes.

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What you'll do

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  • Welcome every guest. Greet clients warmly and offer refreshments so they feel like honored guests. Then guide them to the right team member.
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  • Run the phones. Answer incoming calls professionally and route them to the right person.
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  • Manage the appointment flow. Schedule and confirm follow-up appointments and annual reviews for clients who have visited the office.
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  • Keep our CRM accurate. Enter client information and seminar intake sheets into our CRM (Lead Center) promptly and carefully.
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  • Prepare client materials. Assemble professional client books and coordinate our regular mailings.
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  • Own the front office. Keep the reception area and conference rooms spotless and guest-ready. Order supplies and keep things organized.
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  • Partner with your teammate. Work with the other front office team member so the front desk is covered at all times, including breaks, PTO and busy seminar seasons.
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You'll thrive here if you are

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  • Warm, personable and polished. You enjoy being around people all day and it shows.
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  • Fully present and focused on guests while you're at the desk.
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  • Detail-oriented, dependable and proactive. You see what needs doing and you do it.
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  • A strong communicator in person and on the phone.
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  • A team player who coordinates schedules and coverage with care.
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What you bring

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  • 3+ years of professional experience in a front office, administrative role.
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  • Comfort with Microsoft Office, Google Workspace and CRM systems, or the ability to learn new tools quickly.
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  • A professional, presentable office presence.Bonus: experience in a financial services office.
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Why join us

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  • A beautiful, newly expanded 10,000 sq ft office.
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  • A full training manual and support so you can hit the ground runningReal room to grow.
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  • A past team member in this seat moved up to Marketing Coordinator and now runs our client seminars.
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Let's talk if you love helping people feel seen and supported.

Vacancy posted 4 days ago
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