Front Office Coordinator

Job Description

About the Firm Scheff Liddell Wealth Group is a longstanding wealth management practice serving business owners, professionals, executives, retirees, and their families throughout Western New York. The team believes successful financial planning is built on more than investment management. It is built on personal relationships, trust, and providing thoughtful guidance through every stage of life. With decades of experience and a collaborative team approach, the firm is committed to delivering exceptional service and helping clients pursue their long-term financial goals.

Front Office Coordinator

The Front Office Coordinator serves as the face of the office and is responsible for ensuring clients, guests, and team members have a positive experience from the moment they walk through the door or contact the firm. This role is ideal for someone who is professional, personable, organized, and enjoys helping others. While the pace of the office is generally steady rather than high-volume, the role is essential to maintaining a polished and welcoming environment for clients and supporting the day-to-day administrative needs of the practice. The successful candidate will be comfortable interacting with clients, managing multiple small tasks, maintaining a professional office appearance, and ensuring details are handled accurately and consistently.

Key Responsibilities

Client & Visitor Experience

• Serve as the first point of contact for clients, visitors, and incoming phone calls.
• Greet clients and guests in a warm, friendly, and professional manner.
• Answer and direct incoming calls appropriately.
• Assist with scheduling appointments and maintaining advisor calendars.
• Provide a welcoming experience that reflects the firm's high standards of client service.

Office Administration

• Manage incoming and outgoing mail, deliveries, and correspondence.
• Maintain reception and common areas to ensure a clean and professional environment.
• Organize office supplies and monitor inventory levels.
• Assist with filing, scanning, document preparation, and other administrative tasks.
• Support advisors and team members with miscellaneous office projects as needed.

Meeting & Office Preparation

• Prepare conference rooms and meeting spaces before client appointments.
• Ensure meeting materials are available and organized.
• Maintain office presentation throughout the day.
• Assist with light office upkeep and ensure client-facing areas remain welcoming and professional.

Team Support

• Help coordinate daily office activities and administrative workflows.
• Follow through on assigned tasks and requests in a timely manner.
• Support special events, client meetings, and firm activities as needed.
• Contribute to a positive and collaborative office culture.

Qualifications

Preferred Experience: Previous receptionist, administrative assistant, customer service, hospitality, or office support experience preferred. Experience working in a professional office environment is a plus. Financial services experience is not required.

Skills & Attributes: Professional appearance and demeanor. Strong verbal communication and interpersonal skills. Friendly, personable, and service-oriented attitude. Excellent organizational skills and attention to detail. Ability to prioritize responsibilities and manage multiple tasks. Dependable with strong follow-through. Positive, energetic, and team-oriented mindset. Comfortable interacting with clients and visitors throughout the day. Proficiency with Microsoft Office and general office technology.

What Success Looks Like

Clients and visitors feel welcomed and valued from their first interaction. Phone calls and inquiries are handled professionally and efficiently. Meeting rooms and client-facing areas are consistently prepared and presentable. Administrative tasks are completed accurately and on time. Advisors and team members can rely on the office running smoothly and professionally. The overall client experience reflects the firm's relationship-focused culture and commitment to exceptional service.

Benefits

• Medical (50% paid by employer)
• Retirement
• PTO + Market holidays

Workstyle

Onsite

Travel: None

Workstyle: Resident

Salary Range

$33,280.00-$55,000.00

Education

Work Experience

Certifications

Pay and Benefits Details

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com

Company Values

• We expect our associates at all levels to: Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-LS1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.