Client Experience Front Office Coordinator

130 Raymond James Financial Services, Inc.; Town of Clarence (NY); On-site; USD 33,000 - 55,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

PTO + market holidays

Job summary

Scheff Liddell Wealth Group is seeking a Front Office Coordinator to be the face of the office, ensuring clients and guests have a welcoming experience. The role supports advisors with scheduling, calendar management, and light administrative tasks in a steady, professional Western New York office environment.

The ideal candidate is organized, personable, and capable of multitasking while maintaining a polished appearance and high standards of service.

Qualifications

• Preferred receptionist/administrative experience in a professional office.
• Excellent verbal communication and interpersonal skills.
• Strong organization and attention to detail.

Responsibilities

• Serve as first point of contact for clients and visitors.
• Greet clients and guests warmly and professionally.
• Assist with scheduling and calendar management for advisors.
• Maintain reception and common areas; organize supplies and mail.
• Prepare conference rooms and meeting materials; support events.

Skills

Verbal communication

Interpersonal skills

Organizational skills

Professional appearance

Service-oriented

Prioritization

Follow-through

Team-oriented

MS Office

Office technology

Job description

Scheff Liddell Wealth Group is seeking a Front Office Coordinator to be the face of the office, ensuring clients and guests have a welcoming experience. The role supports advisors with scheduling, calendar management, and light administrative tasks in a steady, professional Western New York office environment.

The ideal candidate is organized, personable, and capable of multitasking while maintaining a polished appearance and high standards of service.