Front Desk Coordinator

Overview

Firm: Imber Wealth Advisors
Location: Ann Arbor, MI
Overview: Are you naturally welcoming, highly organized, and energized by creating calm, beautiful, well-run environments? Do you notice the little things — the lobby feel, the coffee being stocked, the room being client-ready — and take pride in making sure everything runs smoothly behind the scenes? If you love being the person who sets the tone, keeps the office flowing, and ensures every client and team member feels cared for from the moment they walk in, we want to meet you!

Responsibilities

• Serve as the first point of contact for all clients, guests, and visitors — in person and by phone
• Create a warm, professional, and calm front-desk experience
• Greet clients by name and ensure they feel welcomed, comfortable, and cared for
• Maintain a client-ready lobby and conference rooms at all times
• Support meeting hospitality (refreshments, room setup, flow)
• Own the day-to-day organization and appearance of the office
• Maintain a welcoming, polished lobby throughout the day
• Ensure magazines are current, relevant, and neatly stocked
• Clock in fresh flowers weekly and maintain presentation throughout the week
• Keep the client menu updated, accurate, and aligned with firm standards
• Manage incoming and outgoing mail, packages, and deliveries
• Create and manage FedEx/UPS labels, shipments, and returns
• Order and maintain office supplies, snacks, and materials
• Monitor inventory and anticipate office needs before issues arise
• Clock in basic vendor interactions and office-related logistics
• Maintain clear processes for front office operations
• Ensure shared spaces, supplies, and materials are consistently organized
• Track office-related tasks and follow through to completion
• Proactively notice and address small details that impact the client experience
• Partner closely with Client Service, Marketing, and Advisors to support smooth office flow
• Provide front-office support during peak times and team absences
• Participate in cross-training to support team continuity
• Assist with in-office events, meetings, and special initiatives as needed

What We're Looking For

• 1+ years of experience working in a professional office and fast-paced environment
• Demonstrates strong proficiency and confidence working across various platforms and operating systems
• Embraces change and can adapt quickly to evolving processes
• Possesses exceptional organizational skills, efficiently handling multiple requests while prioritizing time-sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Collaborative team player willing to assist others
• Excellent communication; written and verbal
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
• Thrives in a “time sensitive” environment and adaptable to changes without affecting the quality of work
• Bonus Points: Bachelor’s degree preferred

Pay & Perks

• Pay: $47k - $51k/year + bonus potential
• Health Insurance: 50% paid by firm
• Optional Ancillary Benefits: Dental, Vision, etc.
• PTO and flex time
• Friday – lunch provided for team-building and connection
• Professional development opportunities

Schedule

• In office: Monday – Thursday, 9am-5pm and Friday 9am-3pm
• Occasional evenings and weekends required for client events

Presented By

Advisor Talent Solutions
Part of the AE Management, LLC family of companies