Office Coordinator

Masis Professional Group; Denver (CO); On-site; USD 42,000 - 66,000; Full time

Job summary

Masis Professional Group is seeking an Office Coordinator to be the face of the office in a Denver wealth management setting. The role emphasizes exceptional client experiences while ensuring smooth daily operations.

You will support advisory teams, handle communications, and manage CRM data as part of a collaborative, professional environment committed to integrity and client service.

Qualifications

• Experience in office administration or receptionist roles.
• Outstanding interpersonal and communication skills.
• Highly organized with attention to detail and follow-through.
• Ability to manage multiple priorities in a fast-paced, team-oriented environment.
• Proficiency with Microsoft Office; CRM experience is a plus.

Responsibilities

• Welcome clients and visitors, creating a warm and professional first impression.
• Answer and direct incoming calls while providing outstanding customer service.
• Coordinate meeting logistics and ensure a seamless client experience from arrival through departure.
• Support the advisory team with administrative tasks, document preparation, and correspondence.
• Manage office supplies, mail, and general day-to-day office operations.
• Maintain accurate client information in the firm\'s CRM and internal systems.
• Assist with client events, team meetings, and other operational initiatives as needed.

Skills

Office administration

Reception

Client service

CRM experience

MS Office

Multitasking

Communication

Tools

CRM software

MS Office

Job description

Our client, a well-established and growing wealth management firm, is seeking a personable, organized, and proactive Office Coordinator to become the face of the office. This highly visible role is ideal for someone who enjoys creating exceptional client experiences while keeping daily office operations running smoothly. You'll work alongside a collaborative team in a professional, relationship-driven environment where your contributions make a meaningful impact every day.

Key Responsibilities

• Welcome clients and visitors, creating a warm and professional first impression.
• Answer and direct incoming calls while providing outstanding customer service.
• Coordinate meeting logistics and ensure a seamless client experience from arrival through departure.
• Support the advisory team with administrative tasks, document preparation, and correspondence.
• Manage office supplies, mail, and general day-to-day office operations.
• Maintain accurate client information and activity within the firm's CRM and internal systems.
• Assist with client events, team meetings, and other operational initiatives as needed.

Qualifications

• Previous experience in an office administration, receptionist, client service, or coordinator role.
• Outstanding interpersonal and communication skills.
• Highly organized with exceptional attention to detail and follow-through.
• Comfortable managing multiple priorities in a fast-paced, team-oriented environment.
• Strong computer skills, including Microsoft Office; CRM experience is a plus.
• A positive, service-oriented attitude and a genuine passion for helping others.

Why You'll Love This Opportunity

This is an opportunity to join a respected, team-oriented financial services firm where you'll play an integral role in both the client experience and the daily success of the business. The firm offers a welcoming culture, long-term stability, opportunities for professional growth, and the chance to work alongside experienced professionals who value collaboration, exceptional service, and doing things the right way.