Front Desk & Office Operations Coordinator

Job Description

Job Description

The front desk is not simply where people arrive. It is where they begin to understand who we are.

TruOak Financial Partners is growing with purpose. More than 30 financial professionals have joined our firm in 2026; our reach continues to expand across the Southeast, and our workplace has been recognized for leadership, well-being, and work-life flexibility. Growth at this pace creates opportunity, but it also requires exceptional people who keep the details, relationships, and daily experience aligned.

We are hiring a Front Desk & Office Operations Coordinator to become the welcoming, dependable center of our Atlanta office. This position combines professional reception, office coordination, administrative support, and special projects. You will be the first point of contact for clients, candidates, partners, and team members while helping the office operate smoothly behind the scenes.

For the right person, this is much more than a traditional front-desk position. It is an opportunity for a resourceful, relationship-oriented professional who takes ownership, notices what needs attention, and wants to build a long-term career with a growing organization. As TruOak grows, the right person can grow in responsibility, capability, and impact with us. This role includes medical benefits, dental benefits, vision insurance, and a 401(k) retirement plan.

What Success Looks Like

Success begins with a simple standard: visitors feel welcomed, informed, and confident in TruOak from the moment they arrive.

• The office remains organized, prepared, and responsive even when priorities change quickly.

• Team members trust that commitments will be handled accurately and completed on time.

• Small issues are noticed early, communicated clearly, and resolved before they become larger problems.

• You become increasingly valuable because you learn the business, strengthen relationships, and take ownership of more over time.

Compensation:

$45,000 - $55,000 yearly

Responsibilities:

• Create an exceptional first impression. Welcome clients, candidates, partners, vendors, and team members; maintain a polished reception area; and ensure visitor procedures are followed consistently.

• Manage communication flow. Answer and route incoming calls and general inquiries, take accurate messages, and ensure requests reach the appropriate person promptly.

• Coordinate schedules and meeting spaces. Schedule appointments, manage conference room calendars, prepare meeting areas, and help prevent conflicts.

• Keep office operations moving. Manage mail, deliveries, outgoing shipments, office supplies, and routine requests involving building management or service providers.

• Support meetings, events, and onboarding. Help prepare materials, workspaces, refreshments, and other logistics for meetings, candidate visits, training sessions, company events, and new team members.

• Provide administrative support. Assist staff and leadership with document preparation, scanning, filing, data entry, research, follow-up, and related assignments requiring accuracy and follow-through.

• Protect confidential information. Handle client, candidate, employee, and business information with sound judgment, discretion, and respect for company procedures.

• Contribute across the team. Take on delegated assignments and special projects, adapt when priorities shift, and identify practical ways to improve office processes.

Qualifications:

• Relevant experience. At least two years of experience in reception, office coordination, administrative support, client service, hospitality, or a comparable professional environment is preferred.

• Education. A high school diploma or equivalent is required. An associate degree, bachelor’s degree, or relevant professional training is a plus, not a requirement.

• Administrative capability. Comfort using Microsoft Office, Outlook, shared calendars, virtual meeting platforms, and standard office equipment, with the ability to learn new systems quickly.

• Clear communication. Strong verbal and written communication skills, sound judgment, and the ability to represent the firm professionally with many different audiences.

• Organization and follow-through. Excellent attention to detail, time management, prioritization, and the discipline to close the loop on assignments.

• Strong team acumen. A collaborative approach, a willingness to support others, and an understanding that individual success and team success are connected.

• Flexibility and adaptability. Comfort with changing priorities, learning new processes, and taking on different responsibilities as the organization grows.

• Ownership and dependability. Consistent punctuality, reliable follow-through, personal accountability, and the initiative to act without requiring constant direction.

• Relationship orientation. A natural ability to build trust with colleagues, clients, candidates, partners, and vendors while maintaining appropriate professionalism.

• Growth mindset. Openness to coaching, curiosity, and genuine motivation to earn greater responsibility over time.

• Long-term career mindset. A sincere interest in establishing yourself within the organization, contributing to what the team is building, and growing with TruOak rather than treating the position as a short-term stop.

About Company

TruOak Financial Partners is one of the Southeast’s growing comprehensive financial services firms, built on a simple commitment: strong relationships, holistic planning, and advisor-first support. With more than 100 financial professionals across ten states, TruOak continues to expand as part of the respected National Life Group network.

As a non-captive, advisor-focused firm, we give advisors the independence to build their own brand and DBA while providing the infrastructure, training, mentorship, and resources of a national organization. Led by a newly appointed CEO with national recognition for leadership, recruiting excellence, and building high-performing advisory teams, TruOak is entering a new era of growth centered on elite development, modern planning tools, and a culture that puts advisors first.

TruOak was also named a 2026 Culture Excellence & Industry Awards winner through TopWorkplaces.com and Bucketlist, based on employee feedback surveys.