Front Desk Coordinator

Diversified Solutions, a leading firm in the financial services industry based in Kansas City, MO, is seeking a motivated and personable Front Desk Coordinator to join our dynamic team. In this key role, you’ll be the first point of contact for our valued clients—building strong relationships and ensuring exceptional service at every step.

Responsibilities

• Answer phones and greet clients in a friendly, warm manner
• Assist clients with issues and concerns
• Record notes from client conversation in an accurate manner
• Enter and maintain database of clients and prospects
• Prepare conference rooms for client meetings
• Oversee and maintain an organized and secure filing system for sensitive client and financial documents
• Maintain the office environment in an immaculate and organized condition
• Maintain job-related/industry specific compliance files
• Assist in organizing events, event supplies, and promotional materials
• Assist in the coordination of various client events
• Prioritize daily tasks to be proactive in time management

Requirements

• 1+ years experience in a fast paced office environment
• Demonstrates proficiency in Microsoft Office Suite
• Ability to learn new software quickly
• Exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Warm and professional phone presence
• Strong writing skills, ensuring all correspondence and documentation are clear, professional, and tailored to the needs of clients and business partners
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Comfortable setting up and troubleshooting technology platforms, such as Zoom and other virtual meeting tools, to facilitate client and team communications

Qualifications

• Previous experience in financial services, banking, insurance, or professional services is a plus
• Experience with Redtail CRM

Benefits

• PTO
• Sick leave
• Health insurance (50% employer paid)
• Dental insurance
• Vision insurance
• Telemedicine
• Pet insurance
• Long term disability (100% employer paid)
• Life insurance
• Disability and accident insurance
• Traditional and Roth 401(k) with 3% employer match

Pay

$40,000 - $51,000/year based on experience

Schedule

In office: Monday – Friday, 8:30am – 5:00pm