Office Coordinator | Client Concierge

Joe Lucey; Saint Louis Park (MN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive base salary

Full benefits package

Paid training and licensing support

Job summary

Secured Retirement in St. Louis Park, MN is seeking an Office Coordinator to own daily office operations and deliver a five-star experience for clients, guests, and team members.

You will manage calendars, front desk activities, and CRM records while coordinating meetings and overseeing office systems. The role requires 2+ years of administrative experience, strong communication, and a detail-oriented mindset.

Qualifications

• 2+ years of administrative or front-desk experience.
• Strong verbal and written communication skills.
• High attention to detail and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office tools.

Responsibilities

• Greet clients and guests professionally.
• Prepare conference rooms and manage front-desk operations.
• Manage calendars and coordinate meetings.
• Answer and route phone calls; scan and distribute documents.
• Maintain CRM records and support post-meeting wrap-up.
• Oversee office supplies and vendor relations.
• Operate office tech and signage updates.

Skills

Administrative experience

Front desk skills

Communication skills

Detail oriented

Microsoft Office

Tools

Salesforce

Job description

Position: Office Coordinator

Firm: Secured Retirement

Location: St. Louis Park, MN

Overview:

Secured Retirement is a privately held financial services firm specializing in retirement planning and investment strategies for individuals preparing for or currently enjoying retirement. Our reputation is built on trust, education, and operational excellence. As we continue to grow, our standard remains unchanged: exceptional clients are served by extraordinary people, supported by disciplined systems and clear accountability.

As Office Coordinator, you'll own daily office operations and deliver professional five-star experience for clients, guests, and team members. This dynamic role sits at the intersection of client experience, administrative support, and office operations.

What you’ll do:

Client Experience & Front Desk Ownership:

• Greet clients and guests warmly and professionally
• Prepare conference rooms and common areas daily
• Notify advisors of client arrivals and assist with introductions
• Maintain lobby displays, branded materials, and reception environment
• Offer refreshments and ensure welcoming client experience

Administrative & Advisor Support:

• Manage calendars and coordinate meetings
• Answer, screen, and route phone calls professionally
• Scan, file, and distribute documents accurately
• Support advisors with post-meeting wrap-up processes
• Maintain accurate CRM records (Salesforce or similar)

Office Operations & Facilities:

• Open and close the office, including alarms, lights, and systems
• Ensure kitchen, conference rooms, and common areas are stocked and organized
• Handle incoming/outgoing mail and packages
• Operate office technology systems including TVs, music, and access controls

Supplies, Vendors & Inventory:

• Track and reorder office supplies, beverages, and materials
• Coordinate with vendors (e.g., Amazon, Costco, Office Depot)
• Communicate purchasing needs and inventory updates to the team

Technology & Display Support:

• Update digital reception displays and internal signage
• Operate and maintain mailing and postage equipment

What We’re Looking For:

• 2+ years of administrative, office coordination, or front-desk experience
• Strong verbal and written communication skills
• High attention to detail and organizational skills
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency with Microsoft Office tools

Bonus Points:

• Experience with Salesforce or similar CRM platforms

What You’ll Get:

Pay & Perks:

• Competitive base salary
• Full benefits package
• Paid training and licensing support

Schedule:

• Standard office hours