Client Experience & Office Coordinator

Advisor Talent Solutions; Saint Louis Park (MN); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Full benefits package

Paid training and licensing support

Collaborative, Helpful Team Enviroment

Job summary

Secured Retirement, located in St. Louis Park, MN, seeks an Office Coordinator to own daily office operations and deliver a five-star client experience for visitors, guests, and team members.

You will manage front-desk activities, scheduling, CRM records, and support for advisors in a fast-paced financial services environment. This on-site role offers full benefits and collaborative team culture.

Qualifications

• 2+ years of administrative, office coordination, or front-desk experience.
• Strong verbal and written communication skills.
• High attention to detail and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Interpersonal resiliency.
• Proficiency with Microsoft Office tools.

Responsibilities

• Greet clients and guests warmly and professionally
• Prepare conference rooms and common areas daily
• Notify advisors of client arrivals and assist with introductions
• Maintain lobby displays, branded materials, and reception environment
• Offer refreshments and ensure welcoming client experience
• Manage calendars and coordinate meetings
• Answer, screen, and route phone calls professionally
• Scan, file, and distribute documents accurately
• Support advisors with post-meeting wrap-up processes
• Maintain accurate CRM records (Salesforce or similar)
• Open and close the office, including alarms, lights, and systems
• Ensure kitchen, conference rooms, and common areas are stocked and organized
• Handle incoming/outgoing mail and packages
• Operate office technology systems including TVs, music, phone system and access controls
• Track and reorder office supplies, beverages, and materials
• Coordinate with vendors (e.g., Amazon, Costco, Office Depot)
• Communicate purchasing needs and inventory updates to the team
• Update digital reception displays and internal signage
• Operate and maintain mailing and postage equipment

Skills

Administrative experience

Front-desk experience

Microsoft Office

CRM experience

Communication skills

Multitasking

Interpersonal skills

Tools

Salesforce

Job description

Secured Retirement, located in St. Louis Park, MN, seeks an Office Coordinator to own daily office operations and deliver a five-star client experience for visitors, guests, and team members.

You will manage front-desk activities, scheduling, CRM records, and support for advisors in a fast-paced financial services environment. This on-site role offers full benefits and collaborative team culture.