Bilingual Front Desk Concierge - Wealth Advisory

Guerra Wealth Advisors; Miami (FL); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

401(k) with company match

Health insurance

Vision and dental options

20+ PTO days

Industry training and conference

Personal financial planning services

Bonuses for certifications and Licens

Career advancement

Culture of learning

Job summary

Guerra Wealth Advisors in Miami seeks a Front Office Receptionist to set the tone of every client encounter with warmth and attention to detail. You will be the first impression, greeting clients, handling intake, and ensuring a polished, client-ready office throughout the day.

The role requires hospitality or client service experience, a bilingual English/Spanish ability, and superb organizational skills. This in-office position offers a competitive base with bonuses and a comprehensive

Qualifications

• 1+ years of experience in reception, hospitality, or client service (financial services experience is a plus, not required).
• Bilingual in English and Spanish (verbal and written).
• Warm, polished, and professional presence with excellent interpersonal skills.

Responsibilities

• Prepare the office each morning, including lights, lobby and meeting room TVs, and the lobby video playlist.
• Review daily schedules for Advisors and Wealth Management Associates in Salesforce and calendars to plan meeting room usage.
• Reserve offices strategically based on the day’s appointments, placing the best available office for discovery meetings.
• Print and place door signs for in‑office meetings once the client arrives.
• Keep every meeting room client-ready, including whiteboards, markers, chairs, trash, and a stocked snack and welcome setup.
• Warmly greet every client, prospect, and visitor, confirming their name and who they are meeting with.
• Notify advisors promptly of client arrivals via team chat and in person, and help meetings start on time.
• Offer and serve beverages (espresso, cortadito, water, tea) on the designated tray and escort clients to their meeting room.
• Deliver the discovery meeting welcome experience, including the welcome gift box, and track gift inventory.
• Handle walk‑in clients by greeting them, providing the intake form, and directing them to the right team member.
• Coordinate meeting room use across client appointments, team requests, and walk‑ins, always prioritizing the client experience.
• Monitor office comfort, including temperature, and resolve issues quickly.
• Invite waiting clients to upcoming firm events, such as Black & Gold events and Financial Forums, when appropriate.
• Refresh door sign designs throughout the year to reflect seasons, holidays, and special occasions.

Skills

Hospitality experience

Bilingual English/Spanish

Customer service

Excellent interpersonal skills

Tools

Google Workspace

Job description

Guerra Wealth Advisors in Miami seeks a Front Office Receptionist to set the tone of every client encounter with warmth and attention to detail. You will be the first impression, greeting clients, handling intake, and ensuring a polished, client-ready office throughout the day.

The role requires hospitality or client service experience, a bilingual English/Spanish ability, and superb organizational skills. This in-office position offers a competitive base with bonuses and a comprehensive