Client-Focused Office Coordinator – Wealth Management

Masis Professional Group; Denver (CO); On-site; USD 42,000 - 66,000; Full time

Job summary

Masis Professional Group is seeking an Office Coordinator to be the face of the office in a Denver wealth management setting. The role emphasizes exceptional client experiences while ensuring smooth daily operations.

You will support advisory teams, handle communications, and manage CRM data as part of a collaborative, professional environment committed to integrity and client service.

Qualifications

• Experience in office administration or receptionist roles.
• Outstanding interpersonal and communication skills.
• Highly organized with attention to detail and follow-through.
• Ability to manage multiple priorities in a fast-paced, team-oriented environment.
• Proficiency with Microsoft Office; CRM experience is a plus.

Responsibilities

• Welcome clients and visitors, creating a warm and professional first impression.
• Answer and direct incoming calls while providing outstanding customer service.
• Coordinate meeting logistics and ensure a seamless client experience from arrival through departure.
• Support the advisory team with administrative tasks, document preparation, and correspondence.
• Manage office supplies, mail, and general day-to-day office operations.
• Maintain accurate client information in the firm\'s CRM and internal systems.
• Assist with client events, team meetings, and other operational initiatives as needed.

Skills

Office administration

Reception

Client service

CRM experience

MS Office

Multitasking

Communication

Tools

CRM software

MS Office

Job description

Masis Professional Group is seeking an Office Coordinator to be the face of the office in a Denver wealth management setting. The role emphasizes exceptional client experiences while ensuring smooth daily operations.

You will support advisory teams, handle communications, and manage CRM data as part of a collaborative, professional environment committed to integrity and client service.