Front Desk Administrator

Seventy2 Capital Wealth Management

Cockeysville (MD)

On-site

USD 42,000 - 54,000

Full time

14 days+

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Job summary

Seventy2 Capital Wealth Management in Maryland is seeking a proactive Front Desk Administrator to be the office's first point of contact, ensuring a professional, welcoming, and efficient experience for clients and visitors.

In this role you will manage daily front office operations—greeting clients, routing calls, coordinating meetings, handling mail, and supporting documentation—requiring strong communication and multitasking in a fast‑paced environment.

Qualifications

  • Strong communication, attention to detail, and the ability to multitask in a fast‑paced environment are essential.
  • Front desk roles require professionalism, courtesy, and organizational skills.
  • No technical tools listed beyond standard office operations.

Responsibilities

  • Greet clients and visitors, answer and route calls, and manage reception area.
  • Coordinate meeting logistics and support documentation workflows for the team.
  • Manage mail, deliveries, and daily courier tasks with accuracy and timeliness.
  • Prepare and maintain conference room setup, supplies, and cleanliness.
  • Assist with morning setup such as refreshments, dishwasher, and audiovisuals.
  • Oversee daily office operations to keep spaces tidy and compliant.
  • Handle end-of-day routines including lighting, equipment shutdown, and log updates.
  • Maintain filing, organization of folders, and management of office supplies.
  • Assist with office events and monthly team activities.
  • Support inventory management and general administrative tasks as needed.

Skills

Communication
Attention to detail
Multitasking

Education

Bachelor's degree in Finance, Financial Planning, Economics, Business Administration, Accounting, or related field

Job description

Seventy2 Capital is a full-service, independent wealth management practice committed to supporting individuals, families, and business owners to achieve their financial goals. We are passionate about the work we do for our clients. We form a deep understanding of our clients’ goals and values and then develop and implement customized strategies that fit those objectives. For more information, please visit www.seventy2capital.com.

Job Summary

We are looking for a Front Desk Administrator that serves as the primary representative of the office, helping ensure every guest and employee receives a professional, welcoming, and efficient experience. This role manages daily front office operations, including greeting visitors, answering and routing calls, maintaining schedules, and supporting administrative workflows. The administrator keeps the reception area organized, coordinates meeting logistics, assists with documentation, and provides responsive support to internal teams. Strong communication, attention to detail, and the ability to multitask in a fast‑paced environment are essential to success in this position.

Key Responsibilities
Mail & Deliveries
  • Collect and open all incoming mail
  • Check every piece of mail for checks — set aside immediately for processing
  • Deposit checks and prepare daily check log that gets emailed for approval
  • Scan check destruction log to compliance and shred checks 30 days old
  • Sort remaining mail for the appropriate recipients
  • Make copies of any incoming correspondence and image to compliance
  • Prepare outgoing FedEx envelopes throughout the day; send out at end of day
  • Prepare end of week walk through sheet (every Friday) and scan to compliance
  • The end of each MONTH print Fax Log and scan to compliance
  • Once a MONTH prepare Certificate of Destruction Log and scan to compliance
Greeting Clients
  • Open the door and warmly welcome clients as they arrive
  • Offer water or coffee
  • Promptly notify the advisor their client has arrived
  • If you know who's coming in advance, greet them by name — advisors should send notice or use the shared calendar
Conference Room - Check before each meeting:
  • Drinks are stocked
  • Pens and notepads are available
  • Chairs are straightened and tidy
Morning setup:
  • Ensure K-Cups are filled
  • Put out sugar and creamer
  • Unload the dishwasher
  • Turn on TVs, lights, and music
Throughout the day:
  • Wipe surfaces after team lunches
  • Clean up any catering
  • Sanitize high-traffic areas
  • Monitor the ice maker
End of day:
  • Turn off TVs, lights, and music
Inventory Management
Office Supplies
  • Printer paper
  • Lined notepads
  • Company notepads
  • Sticky notes & sign-here tabs
Filing & Organization
  • Binder & paper clips
  • Company folders
  • Binding coils & cover pages
  • Business cards
  • Envelopes (all sizes)
FedEx
  • Envelopes
  • Boxes
  • Coffee & Drinks
  • Coffee K-Cups
  • Creamer
  • Insulated cups
  • Water bottles
  • Cleaning & Other
  • Paper towels
  • Hand sanitizer
  • Hand soap
  • General cleaning supplies
Office Planning & Events
Monthly Office Events
  • Help organize one internal office event per month
  • Target: First Thursday of each month (or a consistent alternate date)
  • Ideas: happy hours, team lunches, seasonal celebrations
  • Coordinate with leadership on budget and timing
Wholesale Lunches
  • Contacting wholesalers
  • Coordinate ordering for group lunches as needed
  • Track preferences and dietary restrictions over time
Office Birthdays
  • Track birthdays for all team members
  • Ensure someone is bringing in a treat to celebrate
  • Hang birthday banner in the office
  • Send a celebratory email to the full team
Qualifications:
  • Education: Bachelor's degree in finance, Financial Planning, Economics, Business Administration, Accounting, or a related field.
  • Competitive salary based on experience.
  • Health, dental, and vision insurance options.
  • 401(k) retirement plan with employer contributions.
  • Professional development and training opportunities.
  • Supportive and collaborative work environment.
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