Front Office Coordinator

Front Office Coordinator

Financial Synergies Wealth Advisors is seeking a professional, dependable, and service-oriented Front Office Coordinator. As the first point of contact for our clients, visitors, vendors, and team members, this position plays an important role in creating a welcoming, polished, and efficient office environment.

Please note: Candidates must complete the required Willo assessment by September 11, 2026, to be considered for this position.

Key Responsibilities

• Greet clients, visitors, vendors, and business partners promptly and professionally
• Answer, screen, and route incoming calls and monitor general company email inboxes
• Manage conference room calendars and coordinate appointments, interviews, meetings, and other office activities
• Prepare conference rooms and assist with meeting materials, refreshments, technology, and guest accommodations
• Receive, distribute, and prepare mail, packages, shipments, and special deliveries
• Scan, copy, file, and organize physical and electronic documents
• Assist with document preparation, client quarterly statements, and administrative projects
• Provide administrative support to team members and departments as assigned
• Assist with company events, including our annual client concert, happy hours, and holiday party
• Monitor and restock office and kitchen supplies and help keep shared spaces organized and professional
• Monitor office equipment and promptly communicate service, maintenance, or supply needs
• Handle confidential information with discretion and professionalism
• Identify routine office needs and take appropriate action without repeated follow-up

Qualifications

• High school diploma or equivalent required; additional administrative or office-related training is preferred
• Previous receptionist, customer service, or administrative support experience is preferred
• Excellent customer service and verbal and written communication skills
• Strong organizational, time-management, and multitasking abilities
• Strong attention to detail, accuracy, and follow-through
• Proficiency with Microsoft Outlook, Word, Excel, and Teams
• Ability to work independently, exercise sound judgment, and take initiative
• Consistent dependability, punctuality, and professional presentation
• Ability to maintain confidentiality and handle sensitive information appropriately

Our Core Values

Financial Synergies Wealth Advisors hires and promotes team members based on alignment with our core values:

• Positivity: We bring warmth, optimism, and enthusiasm to every interaction.
• Dependability: We do what we say we will do, act with integrity, and take ownership of our work.
• Team Players: We put our clients and our team first and willingly step in wherever needed.
• Humility: We listen with curiosity, ask for help when needed, and recognize that we do not know everything.
• Driven by Excellence: We demonstrate grit, genuinely care, go above and beyond, and provide an exceptional client experience.

Required Willo Assessment

Completion of the Willo assessment is required to be considered for this position. Applications without a completed assessment will not move forward in the selection process. The assessment must be completed by September 11, 2026.

Complete the assessment here:
https://app.willotalent.com/invite/coo9Fu/