Client Experience & Office Operations Coordinator

Berkshire Money Management Inc.; Dalton (MA); On-site; USD 40,000 - 50,000; Full time

Job summary

Berkshire Money Management Inc. is seeking a friendly Front Office Coordinator to greet clients, visitors, and team members at the Dalton office and ensure smooth day-to-day operations.

Responsibilities include answering phones and emails, managing calendars, organizing files, and coordinating conference room usage, while upholding security procedures and professional communication. The role offers growth within the firm and requires exceptional organizational and communication abilities to

Qualifications

• Proven work experience as a Receptionist, Front Office Representative, or similar role.
• Hands-on experience with office equipment (fax machines, printers).
• Professional attitude and appearance.
• Ability to be resourceful and proactive when issues arise.
• Multitasking and time-management skills with the ability to prioritize tasks.
• Proficient with Microsoft Office Suite (Word, PowerPoint, Excel).
• Excellent time management and communication skills.
• Ability to work independently and collaboratively in a team environment.
• Willingness to learn and to grow with the company.

Responsibilities

• Greet and welcome guests with professionalism and a friendly demeanor.
• Direct visitors to the appropriate office or conference room.
• Set up, break down, organize, and maintain the conference room.
• Answer, screen, and direct phone calls, emails and other inquiries to the appropriate person.
• Oversee mail deliveries, packages, and couriers.
• Provide basic and accurate company information in-person and via phone/email.
• Update calendars and schedule meetings.
• Perform clerical duties, maintain files, and organize documents.
• Monitor front desk and comply with all security procedures for visitors.
• Maintain office supplies inventory, ensuring the office is well-stocked and organized.
• Ensure reception area is tidy and presentable, with all necessary stationery and material (e.g. pens, forms and brochures).
• Respond to sponsorship requests, ensuring proper communication and approval processes are followed.
• Work with the Marketing and Communication Manager to support the coordination of events, and sponsorships.
• Keep BMM’s social media profiles active and engaging by posting up to date information

Skills

Receptionist experience

Microsoft Office

Multitasking

Time management

Communication skills

Team collaboration

Professional appearance

Independent and collaborative work

Resourceful and proactive

Tools

Fax machines

Printers

Job description

Berkshire Money Management Inc. is seeking a friendly Front Office Coordinator to greet clients, visitors, and team members at the Dalton office and ensure smooth day-to-day operations.

Responsibilities include answering phones and emails, managing calendars, organizing files, and coordinating conference room usage, while upholding security procedures and professional communication. The role offers growth within the firm and requires exceptional organizational and communication abilities to