Client-Facing Office Coordinator

Raymond James; Town of Clarence (NY); On-site; USD 33,000 - 55,000; Full time

Benefits offered by this job

Medical (employer shared) life/medical

Retirement plan

PTO + market holidays

Job summary

Scheff Liddell Wealth Group in Clarence, NY is seeking a Front Office Coordinator to warmly greet clients and visitors, manage calls, schedule appointments, and support advisors with daily administration. The role emphasizes a polished, professional environment and impeccable attention to detail.

You will handle mail, office supplies, conference room prep, and basic project tasks while collaborating with the team to ensure a seamless client experience.

Qualifications

• Professional appearance and demeanor.
• Strong verbal communication and interpersonal skills.
• Friendly, personable, service-oriented attitude.
• Excellent organizational skills and attention to detail.
• Ability to prioritize and manage multiple tasks.
• Dependable with strong follow-through.
• Positive, energetic, team-oriented mindset.
• Comfortable interacting with clients and visitors.
• Proficiency with Microsoft Office and office technology.

Responsibilities

• Greet clients and visitors in a warm, professional manner.
• Answer calls, direct inquiries, and manage appointment calendars.
• Maintain reception areas and organize mail and supplies.
• Support advisors and team with administrative tasks and meeting prep.

Skills

Professional appearance

Verbal communication

Interpersonal skills

Organizational skills

Multitasking

Follow-through

Team oriented

Client interaction

Office software

Tools

Microsoft Office

Job description

Scheff Liddell Wealth Group in Clarence, NY is seeking a Front Office Coordinator to warmly greet clients and visitors, manage calls, schedule appointments, and support advisors with daily administration. The role emphasizes a polished, professional environment and impeccable attention to detail.

You will handle mail, office supplies, conference room prep, and basic project tasks while collaborating with the team to ensure a seamless client experience.