Front Desk Coordinator

Diversified Solutions, LLC; Kansas City (MO); On-site; USD 40,000 - 51,000; Full time

Benefits offered by this job

PTO

Sick leave

Health insurance (50% employer paid)

Vision insurance

Long term disability (employer paid)

Life insurance

Disability and accident insurance

401(k) with employer match

Job summary

Diversified Solutions, LLC seeks a Front Desk Coordinator in Kansas City, MO to be the first point of contact for clients and ensure exceptional service. You will manage calls, notes, client records, and conference room prep, while keeping a secure, organized filing system and a polished office environment.

The role emphasizes proactive task management, strong writing and relationship skills, and comfort with Zoom and other virtual meeting tools. In-office schedule applies.

Qualifications

• 1+ years experience in a fast paced office environment.
• Proficiency in Microsoft Office Suite.
• Ability to learn new software quickly.
• Strong organizational skills and time management.
• Warm, professional phone presence and writing ability.
• Ability to build trusted client relationships.
• Comfort with setting up and troubleshooting virtual meeting tools.

Responsibilities

• Answer phones and greet clients in a friendly, warm manner.
• Assist clients with issues and concerns.
• Record notes from client conversations accurately.
• Enter and maintain database of clients and prospects.
• Prepare conference rooms for client meetings.
• Maintain filing system for sensitive documents.
• Keep the office environment organized and immaculate.
• Support event organization and materials as needed.

Skills

Microsoft Office Suite

Customer service

Phone presence

Organizational skills

Communication

Time management

Writing

Tools

Zoom

Redtail CRM

Job description

Diversified Solutions, a leading firm in the financial services industry based in Kansas City, MO, is seeking a motivated and personable Front Desk Coordinator to join our dynamic team. In this key role, you’ll be the first point of contact for our valued clients—building strong relationships and ensuring exceptional service at every step. If you’re passionate about customer success and interested in growing your career with a respected financial firm, we’d love to hear from you!

What You’ll Do:

• Answer phones and greet clients in a friendly, warm manner
• Assist clients with issues and concerns
• Record notes from client conversation in an accurate manner
• Enter and maintain database of clients and prospects
• Prepare conference rooms for client meetings
• Oversee and maintain an organized and secure filing system for sensitive client and financial documents
• Maintain the office environment in an immaculate and organized condition
• Maintain job-related/industry specific compliance files
• Assist in organizing events, event supplies, and promotional materials
• Assist in the coordination of various client events
• Prioritize daily tasks to be proactive in time management

What We’re Looking For:

• 1+ years experience in a fast paced office environment
• Demonstrates proficiency in Microsoft Office Suite
• Ability to learn new software quickly
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibit a warm and professional phone presence
• Demonstrate strong writing skills, ensuring all correspondence and documentation are clear, professional, and tailored to the needs of clients and business partners
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Must be comfortable setting up and troubleshooting technology platforms, such as Zoom and other virtual meeting tools, to facilitate client and team communications

Bonus Points:

• Previous experience in financial services, banking, insurance, or professional services is a plus!
• Experience with Redtail CRM

What You’ll Get:

• $40k - $51k/year based on experience
• PTO
• Sick leave
• Health insurance (50% employer paid)
• Vision insurance
• Long term disability (100% employer paid)
• Life insurance
• Disability and accident insurance
• Traditional and Roth 401(k) with 3% employer match

Schedule:

• In office: Monday – Friday, 8:30am – 5:00pm