Front Office Coordinator for Wealth Management

True North Advisors, LLC; Dallas, Northern (TX, KY); Hybrid; USD 42,000 - 63,000; Full time

Benefits offered by this job

PTO 15 days

401(k)

Comprehensive benefits

Education reimbursement

Free financial planning services

Collaborative culture

Job summary

True North Advisors, LLC in Dallas, TX, is seeking a Front Office Coordinator to join our Business Operations team. This full-time role serves as the first point of contact for visitors and callers, providing administrative and operational support to help deliver an exceptional client experience and assisting with client and team event planning.

This position requires a Bachelor's degree in business, finance, or related field and strong MS Office skills.

Qualifications

• Bachelor's degree in business, finance, or related field.
• Strong Outlook, PowerPoint, Word and Excel skills.
• Ability to maintain confidentiality with client matters.
• Consent to and favorable credit report and background check.
• Ability to demonstrate True North’s Core Values.

Responsibilities

• Answer the company’s primary phone line and manage the phone system.
• Greet clients and guests and escort them to conference rooms; ensure rooms are prepared.
• Open and close the office daily following a checklist.
• Manage conference room scheduling.
• Keep conference rooms, work rooms, and break rooms organized and clean.
• Coordinate catering and set-up for in‑office lunches or events.
• Manage office mail receipt, sorting, and sending.
• Schedule and confirm meetings for advisors.
• Order office supplies and refreshments within budget.
• Schedule repairs and maintenance for the office space.
• Serve as main contact for building management and vendors.
• Assist with client and employee event planning.
• Log client gifts in Compliance 11 and send gifts.
• Prepare PowerPoint presentations for monthly team meetings.
• Order printed materials (business cards, letterhead, etc.).
• Provide additional administrative and operational support as needed.

Skills

Outlook

PowerPoint

Word

Excel

Education

Bachelor's degree

Tools

Microsoft Office

Job description

True North Advisors, LLC in Dallas, TX, is seeking a Front Office Coordinator to join our Business Operations team. This full-time role serves as the first point of contact for visitors and callers, providing administrative and operational support to help deliver an exceptional client experience and assisting with client and team event planning.

This position requires a Bachelor's degree in business, finance, or related field and strong MS Office skills.