Front Office Coordinator

Raymond James, Inc.; Town of Clarence (NY); On-site; USD 33,000 - 55,000; Full time

Benefits offered by this job

Medical (employer shared) life/medical

Retirement plan

PTO + market holidays

Job summary

Scheff Liddell Wealth Group in Clarence, NY is seeking a Front Office Coordinator to warmly greet clients and visitors, manage calls, schedule appointments, and support advisors with daily administration. The role emphasizes a polished, professional environment and impeccable attention to detail.

You will handle mail, office supplies, conference room prep, and basic project tasks while collaborating with the team to ensure a seamless client experience.

Qualifications

• Professional appearance and demeanor.
• Strong verbal communication and interpersonal skills.
• Friendly, personable, service-oriented attitude.
• Excellent organizational skills and attention to detail.
• Ability to prioritize and manage multiple tasks.
• Dependable with strong follow-through.
• Positive, energetic, team-oriented mindset.
• Comfortable interacting with clients and visitors.
• Proficiency with Microsoft Office and office technology.

Responsibilities

• Greet clients and visitors in a warm, professional manner.
• Answer calls, direct inquiries, and manage appointment calendars.
• Maintain reception areas and organize mail and supplies.
• Support advisors and team with administrative tasks and meeting prep.

Skills

Professional appearance

Verbal communication

Interpersonal skills

Organizational skills

Multitasking

Follow-through

Team oriented

Client interaction

Office software

Tools

Microsoft Office

Job description

## Front Office CoordinatorApply: Clarence, New York - United States: Full time: Posted Today: R-0013781**Job Description****About the Firm** Scheff Liddell Wealth Group is a longstanding wealth management practice serving business owners, professionals, executives, retirees, and their families throughout Western New York. The team believes successful financial planning is built on more than investment management. It is built on personal relationships, trust, and providing thoughtful guidance through every stage of life. With decades of experience and a collaborative team approach, the firm is committed to delivering exceptional service and helping clients pursue their long-term financial goals. The Front Office Coordinator serves as the face of the office and is responsible for ensuring clients, guests, and team members have a positive experience from the moment they walk through the door or contact the firm.This role is ideal for someone who is professional, personable, organized, and enjoys helping others. While the pace of the office is generally steady rather than high-volume, the role is essential to maintaining a polished and welcoming environment for clients and supporting the day-to-day administrative needs of the practice. The successful candidate will be comfortable interacting with clients, managing multiple small tasks, maintaining a professional office appearance, and ensuring details are handled accurately and consistently. **Key Responsibilities:****Client & Visitor Experience*** Serve as the first point of contact for clients, visitors, and incoming phone calls.* Greet clients and guests in a warm, friendly, and professional manner.* Answer and direct incoming calls appropriately.* Assist with scheduling appointments and maintaining advisor calendars.* Provide a welcoming experience that reflects the firm's high standards of client service.**Office Administration*** Manage incoming and outgoing mail, deliveries, and correspondence.* Maintain reception and common areas to ensure a clean and professional environment.* Organize office supplies and monitor inventory levels.* Assist with filing, scanning, document preparation, and other administrative tasks.* Support advisors and team members with miscellaneous office projects as needed.**Meeting & Office Preparation*** Prepare conference rooms and meeting spaces before client appointments.* Ensure meeting materials are available and organized.* Maintain office presentation throughout the day.* Assist with light office upkeep and ensure client-facing areas remain welcoming and professional.**Team Support*** Help coordinate daily office activities and administrative workflows.* Follow through on assigned tasks and requests in a timely manner.* Support special events, client meetings, and firm activities as needed.* Contribute to a positive and collaborative office culture. **Qualifications:****Preferred Experience*** Previous receptionist, administrative assistant, customer service, hospitality, or office support experience preferred.* Experience working in a professional office environment is a plus.* Financial services experience is not required.**Skills & Attributes*** Professional appearance and demeanor.* Strong verbal communication and interpersonal skills.* Friendly, personable, and service-oriented attitude.* Excellent organizational skills and attention to detail.* Ability to prioritize responsibilities and manage multiple tasks.* Dependable with strong follow-through.* Positive, energetic, and team-oriented mindset.* Comfortable interacting with clients and visitors throughout the day.* Proficiency with Microsoft Office and general office technology.**What Success Looks Like*** Clients and visitors feel welcomed and valued from their first interaction.* Phone calls and inquiries are handled professionally and efficiently.* Meeting rooms and client-facing areas are consistently prepared and presentable.* Administrative tasks are completed accurately and on time.* Advisors and team members can rely on the office running smoothly and professionally.* The overall client experience reflects the firm's relationship-focused culture and commitment to exceptional service. **Benefits:** Medical (50% paid by employer), Retirement, PTO + Market holidays **Workstyle:** Onsite **Travel:** None *Scheff Liddell Wealth Group* *and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.**PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.***Education****Work Experience****Certifications****Salary Range**$33,280.00-$55,000.00**Travel**Less than 25%**Workstyle**ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.comAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.