Office Coordinator

Truxton; United States; On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401k + company match

Medical insurance

Dental insurance

Vision insurance

Paid federal holidays

Paid vacation time

Employee assistance program (EAP)

Short-term and long-term disability

Job summary

Truxton is seeking an Office Coordinator who will serve as the front desk face of our wealth and family office services. You will warmly welcome clients, direct inquiries, schedule meetings, and support day-to-day operations in a collaborative office setting.

The role requires 1–2 years in finance or corporate customer service, proficiency with Microsoft Office, and a passion for delivering exceptional client experiences while building lasting relationships. A Bachelor’s degree is preferred.

Qualifications

• 1–2 years of working knowledge in finance or corporate customer service.
• Proficient with Microsoft Office (Outlook, Teams, Word, Excel).
• Bachelor’s Degree preferred or significant coursework in business or finance.

Responsibilities

• Greet clients and guests at front desk, direct them to appropriate areas or staff.
• Answer client questions via phone and email, own issues to resolution.
• Respond promptly to client requests and assess needs to provide assistance.
• Manage and redirect incoming calls to colleagues.
• Notify colleagues when guests arrive at the office.
• Schedule conference rooms and coordinate meeting logistics.
• Coordinate meals and beverages for onsite meetings or events as needed.
• Assist with planning and setup of Truxton-hosted events.
• Handle in-house mail and deliver correspondence promptly.
• Assist clients with safe deposit boxes and signature cards.
• Perform additional administrative duties as assigned by supervisor.

Skills

Client service

Flexibility

Problem solving

Clear communication

Detail orientation

Education

Bachelor’s degree preferred

Tools

Microsoft Office (Outlook, Teams, Word, Excel)

Job description

At Truxton, the Lobby is the front porch of our business. The Office Coordinator position serves as the face of our exceptional client service and reflects the values of the company. We are looking for candidates that have a passion for delivering superior client experiences, building relationships, and providing attentive service to anyone who enters the workplace.

Who We Are

Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton’s vastly experienced team of professionals provides customized solutions to its clients’ complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCID: TRUX).

Our mission: To do the right thing every day, putting our clients’ interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life.

What You Will Be Doing

• Serving as the front desk receptionist, warmly welcoming clients and guests, and directing them to the appropriate areas or personnel
• Answering client questions with confidence and owning client issues via phone and email
• Responding promptly and courteously to a wide variety of client requests, accurately assessing their needs and providing assistance or directing them to the appropriate person
• Managing and redirecting incoming calls to Truxton colleagues
• Notifying Truxton colleagues when guests arrive at the office
• Scheduling conference rooms and coordinating logistics for meetings, ensuring smooth operations
• Coordinating meals and beverages for onsite meetings or events as necessary, ensuring client satisfaction
• Assisting with the planning and set up of Truxton-hosted events
• Managing in-house mail services, including sorting and delivering incoming and outgoing mail promptly and accurately
• Assisting clients with safe deposit boxes and signature cards
• Performing additional administrative duties as assigned by supervisor, contributing to the efficient functioning of the office environment

What We Are Looking For

Attributes and Abilities

• Client service-oriented, displaying positivity and emotional intelligence
• Flexible and able to seamlessly adapt to any situation or client interaction
• Problem solver, able to both diagnose challenges and solve them efficiently
• Clear communicator, able to speak knowledgeably about Truxton services
• Detail-oriented, organized, and able to handle multiple tasks in a timely fashion

Experience and Skills

• 1-2 years of working knowledge and experience in the finance industry
• OR experience in an corporate environment with transferable customer service skills
• You are proficient with Microsoft Office (Outlook, Teams, Word, Excel)

Education and Designations

• Bachelor’s Degree preferred
• OR significant coursework and demonstrated interest in business or finance

Why You Should Work Here

• Truxton is a highly profitable and growing company that has been recognized by American Banker as the 8th best community bank (and top-ranking TN bank) based on 3-year Return on Average Equity.
• Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work across private banking, wealth management, asset-liability management, treasury management, deposit operations, and capital markets.
• Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title.
• Truxton supports and encourages a culture of learning, both through internal development and pursuit of professional designations.

What We Offer

• 401k + company match
• Medical, life, dental, and vision insurance
• Paid federal holidays
• Paid vacation Time
• Employee assistance program (EAP)
• Short-term and long-term disability insurance