Financial Services Office Coordinator & Front Desk Lead

Kestra Holdings; Morristown (NJ); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k)

Health insurance

Professional development

Growth opportunities

Job summary

Kestra Financial, Inc. in Morristown, NJ is seeking a Receptionist & Office Coordinator to support day-to-day office operations. You will answer calls, manage calendars, coordinate room bookings for NJ/NYC, prepare materials, and greet clients with professional hospitality.

The role emphasizes organization, strong communication, and reliable service in a financial services environment. Ideal candidates bring office coordination experience, excellent multitasking, and proficiency with Microsoft

Qualifications

• Office administration, reception, or office coordination experience.
• Strong organizational, multitasking, and time-management skills.
• Excellent communication and customer service abilities.
• Proficiency with Microsoft Office and CRM systems.
• High attention to detail and ability to manage confidential information.
• Professional, dependable, and service-oriented mindset.
• Experience in a financial services or professional services environment preferred.

Responsibilities

• Answer and route incoming calls.
• Schedule and confirm client meetings; maintain calendars and CRM records.
• Coordinate conference room reservations for NJ and NYC offices.
• Prepare prospect and meeting materials, including folders and presentation packets.
• Greet clients and visitors; provide hospitality and maintain meeting spaces.
• Manage incoming/outgoing mail, FedEx, UPS shipments, and postage supplies.
• Maintain office and kitchen supplies, inventory, and organization.
• Assist with annual employee and client communications and special projects.

Skills

Office administration

Reception

Communication

Customer service

Organization

Confidential information handling

Tools

Microsoft Office

CRM systems

Job description

Kestra Financial, Inc. in Morristown, NJ is seeking a Receptionist & Office Coordinator to support day-to-day office operations. You will answer calls, manage calendars, coordinate room bookings for NJ/NYC, prepare materials, and greet clients with professional hospitality.

The role emphasizes organization, strong communication, and reliable service in a financial services environment. Ideal candidates bring office coordination experience, excellent multitasking, and proficiency with Microsoft