Front Office Coordinator

Ashton Thomas Private Wealth; Scottsdale (AZ); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading company in Scottsdale, AZ, is seeking a Front Office Coordinator to manage client interactions and office operations. This role involves greeting clients, scheduling meetings, and ensuring a seamless operational experience. Ideal candidates will have strong organizational skills, a Bachelor’s degree, and proficiency in Microsoft Office. Join a team that values personal connections and exceptional client service.

Qualifications

• Proven experience as an Office Coordinator or similar role.
• Strong organizational and multitasking skills.
• Ability to maintain confidentiality.

Responsibilities

• Greet clients and manage conference room schedules.
• Organize and maintain reception and conference rooms.
• Support operational and administrative tasks as needed.

Skills

Organizational Skills

Communication

Interpersonal Skills

Problem Solving

Education

Bachelor’s degree in Business Administration

Tools

Microsoft Office Suite

Job description

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We are an RIA seeking a Front Office Coordinator to join our growing team in Scottsdale, AZ. We specialize in providing sophisticated investment management and financial planning solutions to high-net worth individuals, families, and corporate executives.

At Ashton Thomas, we care about our people. We are a Registered Investment Advisor (RIA), offering extraordinary client service in private wealth management. Our financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here. Incredible teams doing exceptional work, we provide exceptional client service to internal and external partners. We support our Operational Department and Advisors to ensure that we are delivering a seamless wealth management experience to our clients.

Job Responsibilities

• Greet clients and visitors, ensuring guests are comfortable and are connected with the right office personnel.
• Manage conference room schedules.
• Set up conference rooms with general supplies; test equipment, screens and sound prior to meetings; and if necessary ensure refreshments are set up for meetings.
• Facilitate catering for in-office meetings and events.
• Submit work orders and schedule repairs for general office space and equipment.
• Order repairs for office equipment and maintenance, connecting with and escorting vendors.
• Organize and maintain general neatness of the reception, lobby area, break room and conference rooms.
• Manage inbound and outbound mail and deliveries and advise staff of deliveries that arrive.
• Answer phones and direct calls to appropriate individuals.
• Support operational tasks as needed.
• Support administrative tasks as needed.
• Follow security procedures, such as monitoring the log book and issuing building access badges.

Qualifications and Requirements

• Bachelor’s degree in Business Administration, Management or other relevant field. Relevant experience may be accepted in lieu of a degree.
• Proven experience as an Office Coordinator, Office Manager, or similar role.
• Proven track record of effectively managing office operations.
• Strong organizational and multitasking skills to handle multiple responsibilities and prioritize tasks in a fast-paced environment.
• Strong communication and interpersonal skills to interact with employees at all levels and external stakeholders.
• Proficiency in Microsoft Office Suite and familiarity with office management systems.
• Strong problem solving and decision making abilities to address issues and make informed judgements.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Knowledge of health and safety regulations and procedures to ensure a safe and compliant work environment.

Disclaimer

Nothing in this job description restricts company’s right to assign or reassign duties and responsibilities to this job at any time.

Company is an equal opportunity employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Company will only employ those who are legally authorized to work in the United States for this opening.

Drug-Free Workplace.

Job Type: Full-time

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

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