Wealth Office Concierge & Client Experience Lead

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

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.