Five-Star Client Experience & Office Coordinator

Secured Retirement; Saint Louis Park (MN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Full benefits

Training support

Team environment

Job summary

Secured Retirement in Minnesota is seeking an Office Coordinator to lead daily office operations and deliver a five-star experience for clients, guests, and team members. This role sits at the intersection of client experience, administrative support, and facilities, enabling smooth business activities.

You will greet visitors, manage calendars, prepare conference rooms, coordinate meetings, maintain CRM records, assist advisors, handle mail, and oversee office supplies.

Qualifications

• 2+ years in administrative or front-desk roles.
• Strong verbal and written communication.
• Detail-oriented with excellent organization.

Responsibilities

• Greet clients and guests professionally and manage lobby.
• Coordinate calendars and schedule meetings.
• Prepare conference rooms and maintain CRM records.
• Answer calls, scan documents, and route mail.
• Collaborate with advisors and support post-meeting wrap-up.

Skills

Administrative experience

Microsoft Office

Communication skills

Organizational skills

CRM familiarity

Tools

Salesforce

Job description

Secured Retirement in Minnesota is seeking an Office Coordinator to lead daily office operations and deliver a five-star experience for clients, guests, and team members. This role sits at the intersection of client experience, administrative support, and facilities, enabling smooth business activities.

You will greet visitors, manage calendars, prepare conference rooms, coordinate meetings, maintain CRM records, assist advisors, handle mail, and oversee office supplies.