Front Office Coordinator

Financial Synergies Wealth Advisors; Houston (TX); On-site; USD 32,000 - 46,000; Full time

Job summary

Financial Synergies Wealth Advisors is seeking a professional Front Office Coordinator to be the first point of contact for clients, visitors, and vendors. You will help create a welcoming, polished office environment and provide essential administrative support to the team.

The role emphasizes strong customer service, organization, and confidentiality while coordinating calls, emails, calendars, and events. Join a client-focused office with a collaborative culture and regular team activities.

Qualifications

• High school diploma or equivalent required. Administrative or office training preferred.
• Experience in receptionist, customer service, or admin support is preferred.
• Strong customer service and communication skills are essential.
• Excellent organizational, time-management, and multitasking abilities are required.
• Attention to detail, accuracy, and follow-through are important.
• Proficiency with Microsoft Outlook, Word, Excel, and Teams is expected.
• Ability to work independently, exercise good judgment, and take initiative.
• Dependability, punctuality, and professional presentation are required.
• Ability to maintain confidentiality and handle sensitive information appropriately.

Responsibilities

• Greet clients, visitors, vendors, and partners promptly and professionally.
• Answer, screen, and route calls; monitor general email inboxes.
• Manage conference room calendars and coordinate appointments and meetings.
• Prepare meeting materials, refreshments, technology, and guest accommodations.
• Receive, distribute, and prepare mail, packages, and deliveries.
• Scan, copy, file, and organize documents (physical and electronic).
• Assist with client statements and administrative projects as needed.
• Provide support to team members and departments as assigned.
• Assist with company events and office functions.
• Monitor and restock office and kitchen supplies; keep spaces organized.
• Monitor office equipment and report service needs promptly.
• Handle confidential information with discretion.
• Identify routine needs and act without repeated follow-up.

Skills

Customer service

Verbal & written communication

Organization

Time management

Multitasking

Independent work

Confidentiality

Education

High school diploma or equivalent

Tools

Outlook

Word

Excel

Teams

Job description

Front Office Coordinator

Financial Synergies Wealth Advisors is seeking a professional, dependable, and service-oriented Front Office Coordinator. As the first point of contact for our clients, visitors, vendors, and team members, this position plays an important role in creating a welcoming, polished, and efficient office environment.

Key Responsibilities

• Greet clients, visitors, vendors, and business partners promptly and professionally
• Answer, screen, and route incoming calls and monitor general company email inboxes
• Manage conference room calendars and coordinate appointments, interviews, meetings, and other office activities
• Prepare conference rooms and assist with meeting materials, refreshments, technology, and guest accommodations
• Receive, distribute, and prepare mail, packages, shipments, and special deliveries
• Scan, copy, file, and organize physical and electronic documents
• Assist with document preparation, client quarterly statements, and administrative projects
• Provide administrative support to team members and departments as assigned
• Assist with company events, including our annual client concert, happy hours, and holiday party
• Monitor and restock office and kitchen supplies and help keep shared spaces organized and professional
• Monitor office equipment and promptly communicate service, maintenance, or supply needs
• Handle confidential information with discretion and professionalism
• Identify routine office needs and take appropriate action without repeated follow-up

Qualifications

• High school diploma or equivalent required; additional administrative or office-related training is preferred
• Previous receptionist, customer service, or administrative support experience is preferred
• Excellent customer service and verbal and written communication skills
• Strong organizational, time-management, and multitasking abilities
• Strong attention to detail, accuracy, and follow-through
• Proficiency with Microsoft Outlook, Word, Excel, and Teams
• Ability to work independently, exercise sound judgment, and take initiative
• Consistent dependability, punctuality, and professional presentation
• Ability to maintain confidentiality and handle sensitive information appropriately

Our Core Values

Financial Synergies Wealth Advisors hires and promotes team members based on alignment with our core values:

• Positivity: We bring warmth, optimism, and enthusiasm to every interaction.
• Dependability: We do what we say we will do, act with integrity, and take ownership of our work.
• Team Players: We put our clients and our team first and willingly step in wherever needed.
• Humility: We listen with curiosity, ask for help when needed, and recognize that we do not know everything.
• Driven by Excellence: We demonstrate grit, genuinely care, go above and beyond, and provide an exceptional client experience.