Front Desk Coordinator

Imber Wealth Advisors, Inc.; Ann Arbor (MI); On-site; USD 34,000 - 46,000; Full time

Benefits offered by this job

Health Insurance

Dental & Vision options

PTO & flex time

Friday team lunch

Job summary

Imber Wealth Advisors, Inc. in Ann Arbor, MI is seeking a Front Desk Coordinator to be the face and heartbeat of the office. You will create a welcoming, organized environment and ensure every client and team member feels cared for from the moment they walk in.

You will manage front-desk operations, greet clients, coordinate lobby and meeting spaces, handle mail and deliveries, and support events and daily office logistics with a proactive, service-oriented mindset.

Qualifications

• 1+ years of experience in a professional office and fast-paced environment.
• Strong proficiency and confidence using multiple platforms and operating systems.
• Able to adapt to changing processes and priorities.
• Excellent organizational skills and meticulous attention to detail.
• Able to build trusted relationships and provide personalized service.

Responsibilities

• Serve as the first point of contact for clients, guests, and visitors in person and by phone.
• Greet clients by name and maintain a welcoming, professional lobby.
• Manage client-ready lobby, conference rooms, and meeting hospitality.
• Handle mail, packages, deliveries, and shipments; create labels and track items.
• Order office supplies, monitor inventory, and coordinate basic vendor interactions.
• Support office operations, events, and team coordination as needed.

Skills

Customer service

Organization

Communication

Tech proficiency

Team player

Independent worker

Job description

Are you naturally welcoming, highly organized, and energized by creating calm, beautiful, well-run environments? Do you notice the little things — the lobby feel, the coffee being stocked, the room being client-ready — and take pride in making sure everything runs smoothly behind the scenes? If you love being the person who sets the tone, keeps the office flowing, and ensures every client and team member feels cared for from the moment they walk in, we want to meet you!

Imber Wealth Advisors located in Ann Arbor, MI is looking for a Front Desk Coordinator to be the face and heartbeat of our office. This role is perfect for someone who thrives on hospitality, organization, and follow-through — owning the front office experience and ensuring our space reflects the warmth, professionalism, and excellence our clients expect. If you’re proactive, people-focused, and love creating seamless in-person experiences, keep reading!

What You’ll Do:

As our Front Desk Coordinator, you’ll set the tone for every in-office interaction and keep the operational details of our workspace running effortlessly. Your days will be organized, welcoming, and highly impactful. Responsibilities include:

First Impressions & Client Welcome:

• Serve as the first point of contact for all clients, guests, and visitors — in person and by phone
• Create a warm, professional, and calm front-desk experience
• Greet clients by name and ensure they feel welcomed, comfortable, and cared for
• Maintain a client-ready lobby and conference rooms at all times
• Support meeting hospitality (refreshments, room setup, flow)
• Own the day-to-day organization and appearance of the office
• Maintain a welcoming, polished lobby throughout the day
• Ensure magazines are current, relevant, and neatly stocked
• Coordinate fresh flowers weekly and maintain presentation throughout the week
• Keep the client menu updated, accurate, and aligned with firm standards
• Manage incoming and outgoing mail, packages, and deliveries
• Create and manage FedEx/UPS labels, shipments, and returns
• Order and maintain office supplies, snacks, and materials
• Monitor inventory and anticipate office needs before issues arise
• Coordinate basic vendor interactions and office-related logistics

Organization, Systems & Follow-Through:

• Maintain clear processes for front office operations
• Ensure shared spaces, supplies, and materials are consistently organized
• Track office-related tasks and follow through to completion
• Support documentation and simple tracking related to office operations
• Proactively notice and address small details that impact the client experience
• Partner closely with Client Service, Marketing, and Advisors to support smooth office flow
• Provide front-office support during peak times and team absences
• Participate in cross-training to support team continuity
• Assist with in-office events, meetings, and special initiatives as needed

What We’re Looking For:

We’re looking for someone who takes pride in being the steady, welcoming presence of the office. You’ll thrive in this role if you’re:

• 1+ years of experience working in a professional office and fast-paced environment
• Demonstrates strong proficiency and confidence working across various platforms and operating systems
• Embraces change and can adapt quickly to evolving processes
• Possesses exceptional organizational skills, efficiently handling multiple requests while prioritizing time-sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Collaborative team player willing to assist others
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
• Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work

Bonus Points:

What You’ll Get:

• Health Insurance - 50% paid by firm
• Access to optional ancillary benefits: Dental, Vision, etc.
• PTO and flex time
• Friday – lunch provided for team-building and connection

Schedule:

• In office: Monday – Thursday, 9am-5pm and Friday 9am-3pm
• Occasional evenings and weekends required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com