Front Desk Administrator

Seventy2 Capital is a full-service, independent wealth management practice committed to supporting individuals, families, and business owners to achieve their financial goals. We are passionate about the work we do for our clients. We form a deep understanding of our clients’ goals and values and then develop and implement customized strategies that fit those objectives. For more information, please visit Job Summary We are looking for a Front Desk Administrator that serves as the primary representative of the office, helping ensure every guest and employee receives a professional, welcoming, and efficient experience. This role manages daily front office operations, including greeting visitors, answering and routing calls, maintaining schedules, and supporting administrative workflows. The administrator keeps the reception area organized, coordinates meeting logistics, assists with documentation, and provides responsive support to internal teams. Strong communication, attention to detail, and the ability to multitask in a fast‑paced environment are essential to success in this position. Key Responsibilities Mail & Deliveries Collect and open all incoming mail Check every piece of mail for checks — set aside immediately for processing Deposit checks and prepare daily check log that gets emailed for approval Scan check destruction log to compliance and shred checks 30 days old Sort remaining mail for the appropriate recipients Make copies of any incoming correspondence and image to compliance Prepare outgoing FedEx envelopes throughout the day; send out at end of day Prepare end of week walk through sheet (every Friday) and scan to compliance The end of each MONTH print Fax Log and scan to compliance Once a MONTH prepare Certificate of Destruction Log and scan to compliance Greeting Clients Open the door and warmly welcome clients as they arrive Offer water or coffee Promptly notify the advisor their client has arrived If you know who's coming in advance, greet them by name — advisors should send notice or use the shared calendar Conference Room - Check before each meeting: Drinks are stocked Pens and notepads are available Chairs are straightened and tidy Morning setup: Ensure K-Cups are filled Put out sugar and creamer Unload the dishwasher Turn on TVs, lights, and music Throughout the day: Wipe surfaces after team lunches Clean up any catering Sanitize high-traffic areas Monitor the ice maker End of day: Turn off TVs, lights, and music Inventory Management Office Supplies Printer paper Lined notepads Company notepads Sticky notes & sign-here tabs Filing & Organization Binder & paper clips Company folders Binding coils & cover pages Business cards Envelopes (all sizes) FedEx Envelopes Boxes Coffee & Drinks Coffee K-Cups Creamer Insulated cups Water bottles Cleaning & Other Paper towels Hand sanitizer Hand soap General cleaning supplies Office Planning & Events Monthly Office Events Help organize one internal office event per month Target: First Thursday of each month (or a consistent alternate date) Ideas: happy hours, team lunches, seasonal celebrations Coordinate with leadership on budget and timing Wholesale Lunches Contacting wholesalers Coordinate ordering for group lunches as needed Track preferences and dietary restrictions over time Office Birthdays Track birthdays for all team members Ensure someone is bringing in a treat to celebrate Hang birthday banner in the office Send a celebratory email to the full team Qualifications: Education: Bachelor's degree in finance, Financial Planning, Economics, Business Administration, Accounting, or a related field. Competitive salary based on experience. Health, dental, and vision insurance options. 401(k) retirement plan with employer contributions. Professional development and training opportunities. Supportive and collaborative work environment. #J-18808-Ljbffr Seventy2 Capital Wealth Management