Wealth Management Front Office Coordinator

True North Advisors; Dallas (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

15 days Paid Time Off, increasing to 18 days

401(k) with employer contribution

Comprehensive medical, dental, vision benefits

Free financial planning services for employees and spouses

Employer reimbursement for professional designations

Job summary

True North Advisors in Dallas is seeking a Front Office Coordinator to provide essential administrative support. In this full-time role, you will be the first point of contact for clients and guests, ensuring they receive an exceptional experience. Responsibilities include managing phone systems, scheduling meetings, and coordinating office events.

The ideal candidate holds a Bachelor's degree in business or finance and possesses strong skills in Outlook, Word, Excel, and PowerPoint. Join a collaborative culture with comprehensive benefits, including medical and PTO.

Qualifications

• Bachelor's degree in a relevant field required.
• Strong skills in Outlook, PowerPoint, Word, and Excel.
• Ability to maintain confidentiality with client matters.
• Consent to favorable credit report and background check.

Responsibilities

• Answer the company’s primary phone line and manage the phone system.
• Greet clients and guests, escort them to conference rooms.
• Manage conference room scheduling throughout the day.
• Coordinate catering for formal in-office lunches or events.

Skills

Strong Outlook skills

Strong PowerPoint skills

Strong Word skills

Strong Excel skills

Ability to maintain confidentiality

Education

Bachelor’s degree in business, finance, or related field

Job description

True North Advisors in Dallas is seeking a Front Office Coordinator to provide essential administrative support. In this full-time role, you will be the first point of contact for clients and guests, ensuring they receive an exceptional experience. Responsibilities include managing phone systems, scheduling meetings, and coordinating office events.

The ideal candidate holds a Bachelor's degree in business or finance and possesses strong skills in Outlook, Word, Excel, and PowerPoint. Join a collaborative culture with comprehensive benefits, including medical and PTO.