Receptionist & Office Coordinator

Evensky & Katz, LLC; Coral Gables (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial planning firm based in Coral Gables is seeking a dedicated professional for a full-time, in-office role as an administrative assistant. The successful candidate will support client interactions, manage office operations, and handle essential administrative tasks. Candidates with a Bachelor's degree and experience in administrative roles are preferred, along with proficiency in Microsoft Office Suite and strong communication skills. This position is critical in maintaining a welcoming and efficient office environment.

Qualifications

• Prior experience as a receptionist, administrative assistant, or office coordinator preferred.
• Ability to work both independently and collaboratively.
• Meticulous attention to detail is crucial.

Responsibilities

• Serve as the first point of contact for clients and visitors.
• Manage all incoming/outgoing mail and package deliveries.
• Prepare and send DocuSign envelopes accurately.

Skills

Microsoft Office Suite

Exceptional communication skills

Strong organizational skills

Thoughtful problem-solving abilities

Education

Bachelor’s degree preferred

Tools

CRM systems

Job description

We are looking for a steady, warm, service-oriented professional who takes pride in being the welcoming face of the firm, thrives in structured environments, and finds fulfillment in supporting others through consistent, high-quality administrative work.

This is a full-time, in-office role (Monday–Friday) based in our Coral Gables office.

Key Accountabilities

Client & Visitor Experience

• Serve as the first point of contact welcoming clients, prospects, vendors, and team members.
• Maintain a warm, professional, and polished front office atmosphere at all times.
• Answer, screen, and route calls with care, accuracy, and discretion.

Office Operations & Logistics

• Manage all incoming/outgoing mail, package deliveries, and bulk mailings.
• Maintain office, kitchen, and supply inventory; coordinate vendor orders as needed.
• Liaise with building management and service providers to ensure smooth operations.
• Ensure the office environment is neat and orderly, reflecting the firm’s high standards.

Administrative & Document Support

• Scan, organize, and maintain critical client and firm documents.
• Prepare and send DocuSign envelopes accurately and promptly.
• Perform precise data entry and administrative updates within CRM systems.

Firm-Wide Support

• Assist internal teams with administrative tasks and operational projects
• Maintain confidentiality and uphold firm values in all interactions
• Ensure timely and accurate completion of all responsibilities

Attributes

• Takes ownership of the role seriously
• Treats everyone fairly
• Loves routines and checklists
• Keeps the environment calm and respectful
• Enjoys gathering and organizing information
• Builds trust through caring interactions
• Takes satisfaction in completing tasks well

Qualifications

• Bachelor’s degree preferred
• Prior experience as a receptionist, administrative assistant, or office coordinator preferred
• Proficiency in Microsoft Office Suite
• Familiarity with CRM systems is a plus
• Exceptional communication skills, both written and verbal
• Strong organizational skills and meticulous attention to detail
• Ability to work both independently and collaboratively
• Thoughtful problem-solving abilities and sound judgment

Next Steps

To apply, please email your résumé along with a brief paragraph explaining why you are a strong candidate for this position.

About Us

Evensky & Katz is a nationally recognized, fee-only financial planning and investment management firm. As one of South Florida’s largest independent Registered Investment Advisors, we manage more than $3 billion in client assets across offices in Florida, Texas, and Washington state. With over 40 professionals, we are committed to growth and excellence, and we are excited to welcome a dedicated professional who will take pride in being the welcoming face of the firm and a vital contributor to our operational excellence.