Client Experience & Office Coordinator

Financial Synergies Wealth Advisors; Houston (TX); On-site; USD 36,000 - 54,000; 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, vendors, and team members. This role supports a polished, efficient office environment and plays a key part in delivering exceptional client service.

You will greet guests, answer calls, manage calendars, prepare meeting materials, handle mail, and provide administrative support across departments.

Qualifications

• High school diploma or equivalent required; additional administrative training preferred.
• Previous receptionist, customer service, or administrative support experience preferred.
• Excellent customer service and verbal and written communication skills.
• Strong organizational, time-management, and multitasking abilities.

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.

Skills

Customer service

Office coordination

Multitasking

Communication skills

Independent work

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Microsoft 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, vendors, and team members. This role supports a polished, efficient office environment and plays a key part in delivering exceptional client service.

You will greet guests, answer calls, manage calendars, prepare meeting materials, handle mail, and provide administrative support across departments.