Front Desk Administrator / Director of First Impressions

Job Description

Job Description

Job Summary

Bailey Wealth Services, an LPL Financial branch office, is seeking a professional and personable Front Desk Administrator to serve as the first point of contact for clients and visitors. This role plays a critical part in creating a welcoming, organized, and compliant office environment while supporting daily administrative and client service operations.

The ideal candidate is detail-oriented, dependable, and comfortable working in a confidential, client-focused financial services setting. This position is well-suited for someone who enjoys helping others, maintaining organization, and contributing to a small team—without sales or prospecting responsibilities. Business casual attire is required to maintain a polished and professional office presence.

Key Responsibilities

Client & Office Reception

• Greet clients and visitors in a warm, professional, and courteous manner
• Serve as the primary point of contact at the front desk and by telephone
• Answer, screen, and route incoming phone calls, emails, and inquiries
• Schedule client appointments and coordinate advisor calendars
• Maintain a clean, organized, and welcoming reception area at all times

 

Administrative & Client Support

• Prepare, scan, file, and organize client documents (both physical and electronic)
• Assist with client onboarding paperwork, account forms, and asset transfer documentation
• Maintain accurate and up-to-date client records in CRM and internal systems
• Handle incoming and outgoing mail, overnight deliveries, and correspondence
• Run reports and assist with routine office documentation and recordkeeping

 

Compliance & Confidentiality

• Adhere to all confidentiality, privacy, and regulatory requirements
• Assist with compliance-related documentation and logs as required
• Ensure sensitive client information is handled securely and accurately

 

Office Operations

• Order and manage office supplies
• Support general office operations and special projects as needed
• Assist with coordination of client meetings and client events
• Ensure office procedures and workflows are followed consistently

 

Qualifications & Skills

Required

• High school diploma or equivalent (Bachelor’s degree preferred)
• 1–3 years of front desk, administrative, or client service experience (financial services preferred)
• Strong verbal, written, and telephone communication skills
• Professional demeanor and customer-service mindset
• Excellent organizational, time-management, and multitasking abilities
• Proficiency in Microsoft Word, Excel, and Outlook
• Ability to work independently while supporting advisors and office staff

 

Preferred

• Experience in financial services, banking, insurance, or professional services
• Familiarity with CRM systems
• Interest in or willingness to learn financial services terminology and processes

Personal Attributes

• Trustworthy and discreet with confidential information
• Detail-oriented, dependable, and highly organized
• Positive attitude and strong work ethic
• Team-oriented and adaptable in a small office environment
• Calm and professional when handling demanding situations

Work Environment & Schedule

• Professional office setting
• Business casual dress required
• Full-time, 40 hours per week
• Monday–Friday, 8:00 AM–5:00 PM
• In-office position (no remote work)
  

Compensation & Benefits

• Competitive pay based on experience, performance, and ambition
• Health, dental, and vision insurance
• Retirement plan
• Paid time off
• Paid training
  

Additional Requirements

• Authorization to work in the United States required
• Background checks and fingerprinting required per SEC regulations