Front Desk Receptionists - Seasonal

The Front Desk representative is accountable for the client experience at the front door of Bauman Wealth Advisors' Henderson office, owning every first point of contact for clients, prospects, vendors, and team members in person and by phone. This role is responsible for the accuracy and timeliness of appointment scheduling and confirmation, same-day client call response, complete CRM documentation of every client conversation, and the condition and readiness of the office environment before any client arrives. The Front Desk also owns office and hospitality inventory, vendor and facilities coordination, firm mailings, and client recognition correspondence. The Front Desk Specialist reports directly to the Director of Experiences.

Bauman Wealth Advisors is a founder-owned retirement planning firm serving pre-retirees and retirees across southern Nevada and southwest Utah, advising since 2000. We plan across the full retirement picture, income, investments, taxes, estate, insurance, and healthcare. Most of our clients are making the largest financial decisions of their lives with us, and the way they are greeted, remembered, and followed up with is a material part of why they stay. We currently manage approximately $300 million in assets on behalf of the 800+ families we serve.

Maintaining seamless administrative operations, including managing appointment coordination, client communications, CRM records, and daily workflows with high levels of accuracy.

*Proactive office management including keeping operations running smoothly by anticipating supply needs, managing facility and IT issues efficiently, and maintaining a client-ready environment.

Serve as the first point of contact for every client, prospect, vendor, and guest, in person and by phone, delivering a consistently warm and professional experience.

• Maintain CRM accuracy by logging every client interaction and updating client contact information during confirmation and review calls.
• Maintain the office environment to client-ready standard at all times, including lobby, waiting area, beverage station, hospitality supplies, and conference room readiness.
• Manage office and hospitality inventory proactively using an inventory log, placing orders before supplies run low.
• Coordinate facilities, equipment repair, shred service, water service, and IT support, tracking each request through to resolution.
• Manage client recognition correspondence, including birthday, anniversary, sympathy, and thank-you cards, and seasonal office presentation.
• Provide administrative support to team members as directed, including copying, scanning, and calendar management.

Demonstrated ability to be the calm, organized front of a busy office, managing phones, walk-ins, scheduling, and administrative requests simultaneously without letting any of them slip.

• Exceptional professional phone presence, including the ability to make an unfamiliar caller feel expected rather than processed, and to handle a frustrated or anxious client with patience and clarity.
• A proactive mindset focused on ownership of the office environment and anticipating facility needs ahead of time
• Disciplined CRM and systems user who treats accurate documentation of every client conversation as part of the service, not paperwork after it.

1+ years in a customer service, front desk, hospitality, or client-facing administrative role

• Proficiency in the Microsoft 365 suite
• Experience working in a CRM or comparable client database
• Excellent written and verbal communication, with a strong command of English grammar
• High school diploma or equivalent required
• Medical, dental, and vision
• Paid time off structure
• Paid holidays
• Professional development and training support

Prolonged periods sitting at a desk and working on a computer

* Ability to lift and move supply and beverage deliveries weighing up to 25 pounds

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