Client-Facing Office Coordinator for Wealth Management

Sanctuary Wealth Group LLC; Abilene (TX); On-site; USD 35,000 - 40,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 6% match

Paid time off

Paid holidays

Business casual

Job summary

Cedar Gap Wealth Management, based in Abilene, Texas, seeks an Office Coordinator to be the first point of contact for clients, vendors, and visitors. This fully in-office role focuses on front-desk coverage, reception, and general administrative support to keep the practice polished and client-ready.

The position offers a base salary of $35,000–$40,000, full-time hours, and a path to growth into more client-service or wealth-management responsibilities over time.

Qualifications

• 0-3+ years of experience in reception, administrative support, customer service, or related environment.
• Strong organizational skills with front-desk priorities, phone coverage, office supplies, deliveries, and reports.
• Professional communication with clients, advisors, leadership, vendors, visitors, and internal teams.
• Proficiency with Microsoft Office or willingness to learn (Outlook, Word, Excel, Teams, calendars).

Responsibilities

• Provide front-desk coverage and client-facing reception support.
• Handle office administration, recurring reporting, and team coordination.
• Manage office supplies, vendor coordination, and meeting room readiness.
• Support internal workflows and maintain organized records and reminders.
• Assist with onboarding and learning opportunities within wealth management.

Skills

Reception

Administrative support

Customer service

Office coordination

Microsoft Office

Tools

CRM systems

Document management

E-signature tools

Scheduling systems

Job description

Cedar Gap Wealth Management, based in Abilene, Texas, seeks an Office Coordinator to be the first point of contact for clients, vendors, and visitors. This fully in-office role focuses on front-desk coverage, reception, and general administrative support to keep the practice polished and client-ready.

The position offers a base salary of $35,000–$40,000, full-time hours, and a path to growth into more client-service or wealth-management responsibilities over time.