Front Desk & Office Operations Coordinator

Evensky & Katz, LLC; Coral Gables (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial planning firm based in Coral Gables is seeking a dedicated professional for a full-time, in-office role as an administrative assistant. The successful candidate will support client interactions, manage office operations, and handle essential administrative tasks. Candidates with a Bachelor's degree and experience in administrative roles are preferred, along with proficiency in Microsoft Office Suite and strong communication skills. This position is critical in maintaining a welcoming and efficient office environment.

Qualifications

• Prior experience as a receptionist, administrative assistant, or office coordinator preferred.
• Ability to work both independently and collaboratively.
• Meticulous attention to detail is crucial.

Responsibilities

• Serve as the first point of contact for clients and visitors.
• Manage all incoming/outgoing mail and package deliveries.
• Prepare and send DocuSign envelopes accurately.

Skills

Microsoft Office Suite

Exceptional communication skills

Strong organizational skills

Thoughtful problem-solving abilities

Education

Bachelor’s degree preferred

Tools

CRM systems

Job description

A leading financial planning firm based in Coral Gables is seeking a dedicated professional for a full-time, in-office role as an administrative assistant. The successful candidate will support client interactions, manage office operations, and handle essential administrative tasks. Candidates with a Bachelor's degree and experience in administrative roles are preferred, along with proficiency in Microsoft Office Suite and strong communication skills. This position is critical in maintaining a welcoming and efficient office environment.