Front Office Coordinator - College Station

Job Description

Job Description

Front Office Coordinator / Client Services Support – 77845

Location: College Station, TX

Employment Type: Full-Time, Temp-to-Hire

Schedule: Monday–Friday, 8:00 AM–4:30 PM

Work Arrangement: On-Site

Position Overview

We are seeking a polished, personable, and highly organized Front Office Coordinator/Client Services Support professional to join a well-established financial services firm in College Station, TX.  This position serves as the first point of contact for clients and visitors while providing administrative, client service, and office coordination support. The ideal candidate will have excellent communication skills, strong attention to detail, and a genuine passion for delivering exceptional customer service.  We are looking for someone who takes initiative, enjoys building relationships, and can manage multiple responsibilities in a professional, fast-paced office environment.  Must have at least 3 years of front office experience. 

Key Responsibilities

·        Front Office & Client Relations

·        Greet clients, visitors, and vendors in a friendly, professional manner.

·        Answer and direct incoming phone calls and respond to general inquiries.

·        Provide a welcoming and personalized experience for clients.

·        Schedule and prepare conference rooms for client meetings and appointments.

·        Assist with client follow-ups, documentation requests, and obtaining signatures.

·        Maintain a clean, organized, and professional reception area.

·        Client Services & Administrative Support

·        Provide administrative support to financial advisors and client service personnel.

·        Assist with client account maintenance, updates, and service requests.

·        Prepare, process, and track account documentation and required forms.

·        Assist with account opening paperwork and client onboarding.

·        Support beneficiary updates, address changes, banking updates, and other account maintenance requests.

·        Assist with wire transfers, ACH transactions, and electronic funds transfers in accordance with established procedures.

·        Coordinate electronic and physical signatures for client documentation.

·        Track outstanding requests and follow up on missing information.

·        Maintain accurate client records while ensuring confidentiality and compliance.

·        Escalate complex client requests or concerns to the appropriate team members.

·        Office Administration & Coordination

·        Maintain a clean, organized, and client-ready office environment.

·        Monitor and order office supplies, kitchen items, beverages, and other necessities.

·        Coordinate with office vendors, maintenance providers, and building management.

·        Assist with troubleshooting office equipment and arranging service calls.

·        Receive, sort, and distribute incoming mail, packages, and deliveries.

·        Maintain organized filing systems and office records.

·        Prepare meeting spaces and ensure necessary supplies and materials are available.

·        Assist with company events, employee activities, and office functions.

·        Identify opportunities to improve office efficiency and organization.

Qualifications & Requirements

·        High school diploma or equivalent required.

·        Previous experience in an administrative, receptionist, front office, or customer service role preferred.

·        Experience in financial services, wealth management, banking, or a professional office environment is a plus, but not required.

·        Proficiency in Microsoft Office, including Word, Excel, and Outlook.

·        Excellent verbal and written communication skills.

·        Strong organizational skills with exceptional attention to detail.

·        Professional appearance, positive attitude, and friendly demeanor.

·        Ability to multitask and manage changing priorities throughout the day.

·        Strong problem-solving skills and the ability to work independently.

·        Dependable, punctual, and proactive with a willingness to assist wherever needed.

·        Ability to handle sensitive client information with discretion and confidentiality.

·        Comfortable learning new software and office systems.

What We're Looking For

Our ideal candidate is someone who genuinely enjoys working with people and takes pride in creating a positive first impression. This individual should be welcoming, detail-oriented, reliable, and comfortable wearing multiple hats throughout the workday.

If you are a motivated administrative professional who enjoys client interaction, thrives in a team-oriented environment, and takes initiative to keep an office running smoothly, we encourage you to apply!

Specializing In...

Temp to hire, Temporary, Direct Hire, Accounting, Engineering, Light Industrial / Warehouse, Logistics, Office Administration and Technical / IT placements. Staff Solve has an experienced staff of industry experts that will present you with ideal positions in companies that align with your personal and career goals.

Company Description

Specializing In... \r\n\r\nTemp to hire, Temporary, Direct Hire, Accounting, Engineering, Light Industrial / Warehouse, Logistics, Office Administration and Technical / IT placements. Staff Solve has an experienced staff of industry experts that will present you with ideal positions in companies that align with your personal and career goals.