Front Office Coordinator

RetireSimply®; Southlake (TX); On-site; USD 70,000 - 80,000; Full time

Job summary

RetireSimply is seeking a friendly Front Desk & Office Coordinator in Southlake to be the first welcoming face for clients. You’ll handle calls, greet visitors, and keep daily operations running smoothly in a fast-paced financial planning setting.

This on-site role offers a competitive salary of $70,000 to $80,000 plus benefits. You’ll manage calendars across multiple offices, support events and meetings, and collaborate with our advisors to ensure a warm, organized client experience.

Qualifications

• Candidate is upbeat, positive, and client-focused.
• Detail-oriented organizer who keeps things on track.
• Tech-savvy with experience using Salesforce, Excel and Teams.
• Strong communication and calendar management skills.

Responsibilities

• Greet clients with warmth and professionalism in person and on the phone.
• Manage calendars across multiple offices to keep advisors moving forward.
• Ensure the office feels welcoming from lobby to conference rooms.
• Support client events, team meetings and live seminars.
• Anticipate needs, solve problems, and keep the day running smoothly.

Skills

Positive attitude

Detail-oriented

Team player

Client service

Tools

Salesforce

Excel

Teams

Job description

At RetireSimply, we believe retirement planning should feel warm, welcoming, and approachable. Our Front Desk & Office Coordinator plays a key role in creating that experience. You’ll be the first smile our clients see, the steady voice on the phone, and the heartbeat of our Southlake office.

This isn’t just a “front desk job.” It’s a chance to build relationships, support a driven team, and make a meaningful impact in the lives of people preparing for their future.

Compensation: $70,000 - $80,000 + benefits package.

What You’ll Do

• Greet clients with genuine warmth and professionalism — both in person and over the phone.
• Keep our advisors moving forward by managing calendars across multiple offices.
• Ensure our office always feels welcoming — from the lobby to the conference rooms.
• Support client events, team meetings, and live seminars.
• Anticipate needs, solve problems, and keep the day flowing smoothly.

What We’re Looking For

• Someone with a naturally upbeat, positive personality.
• A detail-oriented organizer who loves keeping things on track.
• Tech-savvy and adaptable — you’ll use Salesforce, Excel, Teams, and more.
• A proactive team player who thrives on making things happen.

Why Join Us

• Growth opportunities in office coordination or operations.
• A supportive, high-energy team culture that values excellence and connection.

If you’re ready to bring positivity, professionalism, and proactive energy to a team that’s making retirement simple for our clients, we’d love to meet you!