<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>