<p>We are looking for an Office Coordinator to support daily administrative operations for a financial services office. This position plays a central role in creating a welcoming front-office experience, guiding incoming client inquiries, and keeping records and office materials organized. The ideal candidate brings strong communication skills, sound judgment, and a dependable, service-oriented approach to both visitors and internal team support.</p><p><br></p><p>Responsibilities:</p><p>• Welcome clients and guests upon arrival, direct them to the appropriate meeting space, and provide refreshments to create a welcoming and comfortable office experience.</p><p>• Respond to incoming phone calls and other initial inquiries from current and prospective clients, gathering key details to understand the purpose of each contact.</p><p>• Ask thoughtful follow-up questions to clarify client needs, including referrals who may be unsure which service is most appropriate for their situation.</p><p>• Connect each inquiry with the appropriate team member to ensure timely and accurate follow-up.</p><p>• Sort, review, and distribute incoming mail while maintaining organized physical records and correspondence.</p><p>• Scan and upload documents into the correct electronic client files and keep paper files accurate and up to date.</p><p>• Maintain invoice filing and support day-to-day document organization across the office.</p><p>• Assist with light office administration, including monitoring supply levels, ordering materials, and keeping shared spaces stocked with coffee and snacks.</p><p>• Learn and use browser-based front office and case management tools as part of daily administrative support.</p><p><br></p><p>Benefits:</p><p>• 20 days PTO, increasing to 22 after 3 years and 25 after 5 years</p><p>• 401(k) with 6% match</p><p>• Medical, 75% paid by company for employee, 25% paid by company for dependants</p><p>• Dental and vision, 100% paid for by company</p><p>• Standard paid holidays</p>

• Demonstrated experience in administrative support, front desk coordination, or a similar office-based role.<br>• Strong verbal and written communication skills with a detail-oriented and welcoming approach.<br>• Ability to listen carefully, assess needs, and ask effective questions to guide callers appropriately.<br>• Sound judgment and critical thinking skills, with the ability to identify helpful next steps from limited information.<br>• High level of organization and accuracy when handling both physical files and electronic records.<br>• Proficiency with Microsoft Office and confidence working with web-based office systems.<br>• Positive attitude, dependable work style, and ability to contribute constructively to a small team environment.

<p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.</p>