Front Office Coordinator

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

Benefits offered by this job

Benefits package

Job summary

RetireSimply in Southlake is seeking a Front Desk & Office Coordinator to be the first smile clients see and the steady voice on the phone. This role blends warm client service with practical operations to keep the office running smoothly.

You will manage calendars across multiple offices, support events and seminars, and help create a welcoming environment from lobby to conference rooms. A positive, proactive teammate who is comfortable with Salesforce, Excel, and Teams fits best.

Qualifications

• Friendly, upbeat, and personable.
• Detail-oriented organizer with strong multitasking skills.
• Proactive team player who can adapt to a fast-paced office.

Responsibilities

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

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 is making retirement simple for our clients, we'd love to meet you!