Client Experience Concierge - Front Desk

Guerra Wealth Advisors; Miami (FL); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

401(k) with company match

Health insurance, vision, and dental

20+ combined PTO days (vacation, sick,

floating holidays, paid holidays,生日假

Sponsored industry training and...

Job summary

Guerra Wealth Advisors is seeking a friendly, detail-oriented Front Office Receptionist to be the first point of contact for clients and visitors in our Miami office. This hospitality-driven role sets the tone for every meeting, from the welcome to refreshments, and ensures a polished, client-ready environment all day long.

Ideal candidates will bring 1+ years in reception or hospitality, be bilingual in English and Spanish, and maintain a professional demeanor with strong organizational skills.

Qualifications

• 1+ years of experience in reception, hospitality, or client service.
• Bilingual in English and Spanish (verbal and written).
• Warm, polished, and professional presence with excellent interpersonal skills.
• Strong organizational skills with the ability to multitask in a fast-paced office.
• Proficiency in Google Workspace and quick aptitude for new systems.
• Reliable, punctual, in-office on a standard weekday schedule.
• Team-player mindset with a service-first attitude.

Responsibilities

• Greet clients and visitors warmly and verify meeting details.
• Prepare the office each morning and manage lobby setup.
• Review daily schedules in Salesforce and calendars to plan room usage.
• Reserve meeting rooms based on appointments and discovery meetings.
• Ensure client-ready meeting spaces, including refreshments.
• Notify advisors of arrivals and help meetings start on time.
• Escort clients to meeting rooms and present welcome gift box.
• Coordinate room usage and inventory across meetings and walk-ins.
• Monitor office comfort and resolve issues promptly.
• Invite clients to firm events when appropriate.

Skills

Bilingual English/Spanish

Hospitality

Customer service

Google Workspace

Tools

Google Workspace

Job description

Guerra Wealth Advisors is seeking a friendly, detail-oriented Front Office Receptionist to be the first point of contact for clients and visitors in our Miami office. This hospitality-driven role sets the tone for every meeting, from the welcome to refreshments, and ensures a polished, client-ready environment all day long.

Ideal candidates will bring 1+ years in reception or hospitality, be bilingual in English and Spanish, and maintain a professional demeanor with strong organizational skills.