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, TX, is seeking a Front Desk & Office Coordinator to be the first smiling face clients see and the steady voice on the phone. You’ll manage calendars across multiple offices, keep the lobby welcoming, and support client events and seminars.

The role rewards a positive, proactive team player who is tech-savvy with Salesforce, Excel, and Teams. This full-time on-site position offers growth opportunities and a benefits package in a high-energy, customer-focused environment.

Qualifications

• Must be friendly and professional in all interactions.
• Strong calendar management and organizational skills.
• Experience in front-desk/office coordination is a plus.

Responsibilities

• Greet clients in person and on the phone with warmth and professionalism.
• Manage calendars across multiple offices to keep teams on track.
• Keep the lobby and conference rooms welcoming and organized.
• Support client events, team meetings, and seminars.
• Anticipate needs, solve problems, and keep the day flowing smoothly.

Skills

Upbeat personality

Detail-oriented

Tech-savvy

Proactive team player

Tools

Salesforce

Excel

Teams

Job description

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!