Client Experience & Office Concierge

Financial Synergies Wealth Advisors; Houston (TX); On-site; USD 32,000 - 46,000; Full time

Job summary

Financial Synergies Wealth Advisors is seeking a professional Front Office Coordinator to be the first point of contact for clients, visitors, and vendors. You will help create a welcoming, polished office environment and provide essential administrative support to the team.

The role emphasizes strong customer service, organization, and confidentiality while coordinating calls, emails, calendars, and events. Join a client-focused office with a collaborative culture and regular team activities.

Qualifications

• High school diploma or equivalent required. Administrative or office training preferred.
• Experience in receptionist, customer service, or admin support is preferred.
• Strong customer service and communication skills are essential.
• Excellent organizational, time-management, and multitasking abilities are required.
• Attention to detail, accuracy, and follow-through are important.
• Proficiency with Microsoft Outlook, Word, Excel, and Teams is expected.
• Ability to work independently, exercise good judgment, and take initiative.
• Dependability, punctuality, and professional presentation are required.
• Ability to maintain confidentiality and handle sensitive information appropriately.

Responsibilities

• Greet clients, visitors, vendors, and partners promptly and professionally.
• Answer, screen, and route calls; monitor general email inboxes.
• Manage conference room calendars and coordinate appointments and meetings.
• Prepare meeting materials, refreshments, technology, and guest accommodations.
• Receive, distribute, and prepare mail, packages, and deliveries.
• Scan, copy, file, and organize documents (physical and electronic).
• Assist with client statements and administrative projects as needed.
• Provide support to team members and departments as assigned.
• Assist with company events and office functions.
• Monitor and restock office and kitchen supplies; keep spaces organized.
• Monitor office equipment and report service needs promptly.
• Handle confidential information with discretion.
• Identify routine needs and act without repeated follow-up.

Skills

Customer service

Verbal & written communication

Organization

Time management

Multitasking

Independent work

Confidentiality

Education

High school diploma or equivalent

Tools

Outlook

Word

Excel

Teams

Job description

Financial Synergies Wealth Advisors is seeking a professional Front Office Coordinator to be the first point of contact for clients, visitors, and vendors. You will help create a welcoming, polished office environment and provide essential administrative support to the team.

The role emphasizes strong customer service, organization, and confidentiality while coordinating calls, emails, calendars, and events. Join a client-focused office with a collaborative culture and regular team activities.