Warm Front Desk & Office Coordinator — Growth & Impact

RetireSimply®; Southlake (TX); On-site; USD 70,000 - 80,000; Full time

Job summary

RetireSimply is seeking a friendly Front Desk & Office Coordinator in Southlake to be the first welcoming face for clients. You’ll handle calls, greet visitors, and keep daily operations running smoothly in a fast-paced financial planning setting.

This on-site role offers a competitive salary of $70,000 to $80,000 plus benefits. You’ll manage calendars across multiple offices, support events and meetings, and collaborate with our advisors to ensure a warm, organized client experience.

Qualifications

• Candidate is upbeat, positive, and client-focused.
• Detail-oriented organizer who keeps things on track.
• Tech-savvy with experience using Salesforce, Excel and Teams.
• Strong communication and calendar management skills.

Responsibilities

• Greet clients with warmth and professionalism in person and on the phone.
• Manage calendars across multiple offices to keep advisors moving forward.
• Ensure the office feels welcoming from lobby to conference rooms.
• Support client events, team meetings and live seminars.
• Anticipate needs, solve problems, and keep the day running smoothly.

Skills

Positive attitude

Detail-oriented

Team player

Client service

Tools

Salesforce

Excel

Teams

Job description

RetireSimply is seeking a friendly Front Desk & Office Coordinator in Southlake to be the first welcoming face for clients. You’ll handle calls, greet visitors, and keep daily operations running smoothly in a fast-paced financial planning setting.

This on-site role offers a competitive salary of $70,000 to $80,000 plus benefits. You’ll manage calendars across multiple offices, support events and meetings, and collaborate with our advisors to ensure a warm, organized client experience.