Client Experience & Office Coordinator

RTD Financial Advisors Inc; Middletown Township (PA); Hybrid; USD 45,000 - 60,000; Full time

Job summary

RTD Financial Advisors Inc. is seeking an Office Coordinator to manage the office environment, support clients, and assist internal teams.

The role focuses on handling inbound calls, scheduling client meetings, and ensuring a welcoming, organized office experience. The ideal candidate will have a BS degree or 3+ years of administrative experience, strong communication skills, and exceptional organizational abilities.

Qualifications

• BS degree required.
• 3+ years of administrative experience.
• Reliable with patience and professionalism.
• Excellent oral and verbal communication skills.
• High level of organization and time management.
• Team-oriented and able to collaborate professionally.
• Adaptable to new organizational structures, procedures, and technology.

Responsibilities

• Answer inbound calls and transfer to appropriate person.
• Schedule client meetings.
• Prepare the meeting environment for the best experience.
• Manage the building's Visitor System to ensure secure entry.
• Welcome clients, vendors, and visitors.
• Assist with coordinating office events (luncheons, client advisory board meetings, etc.).
• Coordinate cards/gifts for client milestones/special events.
• Engage with mailing services (USPS, UPS, etc.).
• Distribute/scan incoming mail.
• Drop off outgoing mail in the building mail center.
• Manage and monitor supply inventory.
• Coordinate building maintenance as needed.
• Communicate building announcements.
• Manage building for employee key cards.
• Manage receptionist back up service when needed.
• Update daily announcements.
• Assist with various projects as needed.

Skills

Excellent oral and verbal comms

Strong organizational skills

Time management

Team-oriented

Reliability and professionalism

Adaptability to new processes/tech

Education

BS degree

Job description

RTD Financial Advisors Inc. is seeking an Office Coordinator to manage the office environment, support clients, and assist internal teams.

The role focuses on handling inbound calls, scheduling client meetings, and ensuring a welcoming, organized office experience. The ideal candidate will have a BS degree or 3+ years of administrative experience, strong communication skills, and exceptional organizational abilities.