Front Desk & Office Operations Coordinator

Summit Financial Group, LLC; San Ramon (CA); On-site; USD 45,000 - 66,000; Full time

Job summary

Summit Financial Group, LLC is seeking an Operations Coordinator to own the front desk experience and support day-to-day operations in-office in a busy financial services team. You will welcome clients and guests, coordinate meetings and events, maintain spaces, and help ensure processes run smoothly with care and professionalism.

You will work across teams to keep CRM and internal systems up-to-date, assist with reporting, and continuously find practical improvements to office workflows and

Qualifications

• Two or more years of administrative, office coordination, hospitality, client service, or related experience preferred.
• Proficiency with Microsoft Office 365, including Outlook, Word, Excel, PowerPoint, Teams, and SharePoint.
• Experience with CRM platforms, calendar coordination, office technology, surveys, or workflow tools is helpful.

Responsibilities

• Own the front desk experience, welcome clients, prospects, vendors, and visitors with warmth and professionalism.
• Keep reception, conference rooms, kitchen, and shared spaces polished and stocked.
• Coordinate meetings/events, prepare spaces, and assist with lunch orders and materials.

Skills

Office coordination

Customer service

MS Office 365

Tools

CRM systems

Job description

Summit Financial Group, LLC is seeking an Operations Coordinator to own the front desk experience and support day-to-day operations in-office in a busy financial services team. You will welcome clients and guests, coordinate meetings and events, maintain spaces, and help ensure processes run smoothly with care and professionalism.

You will work across teams to keep CRM and internal systems up-to-date, assist with reporting, and continuously find practical improvements to office workflows and