Front Office Coordinator

About the role

Financial Synergies Wealth Advisors is seeking a professional, dependable, and service-oriented Front Office Coordinator. As the first point of contact for our clients, visitors, vendors, and team members, this position plays an important role in creating a welcoming, polished, and efficient office environment.

Responsibilities

• Greet clients, visitors, vendors, and business partners promptly and professionally
• Answer, screen, and route incoming calls and monitor general company email inboxes
• Manage conference room calendars and coordinate appointments, interviews, meetings, and other office activities
• Prepare conference rooms and assist with meeting materials, refreshments, technology, and guest accommodations
• Receive, distribute, and prepare mail, packages, shipments, and special deliveries
• Scan, copy, file, and organize physical and electronic documents
• Assist with document preparation, client quarterly statements, and administrative projects
• Provide administrative support to team members and departments as assigned
• Assist with company events, including our annual client concert, happy hours, and holiday party
• Monitor and restock office and kitchen supplies and help keep shared spaces organized and professional
• Monitor office equipment and promptly communicate service, maintenance, or supply needs
• Handle confidential information with discretion and professionalism
• Identify routine office needs and take appropriate action without repeated follow-up

Qualifications

• High school diploma or equivalent required; additional administrative or office-related training is preferred
• Previous receptionist, customer service, or administrative support experience is preferred
• Excellent customer service and verbal and written communication skills
• Strong organizational, time-management, and multitasking abilities
• Strong attention to detail, accuracy, and follow-through
• Proficiency with Microsoft Outlook, Word, Excel, and Teams
• Ability to work independently, exercise sound judgment, and take initiative
• Consistent dependability, punctuality, and professional presentation
• Ability to maintain confidentiality and handle sensitive information appropriately

Our Core Values

Financial Synergies Wealth Advisors hires and promotes team members based on alignment with our core values:

• Positivity: We bring warmth, optimism, and enthusiasm to every interaction.
• Dependability: We do what we say we will do, act with integrity, and take ownership of our work.
• Team Players: We put our clients and our team first and willingly step in wherever needed.
• Humility: We listen with curiosity, ask for help when needed, and recognize that we do not know everything.
• Driven by Excellence: We demonstrate grit, genuinely care, go above and beyond, and provide an exceptional client experience.

Required Willo Assessment: Completion of the Willo assessment is required to be considered for this position. Applications without a completed assessment will not move forward in the selection process. The assessment must be completed by September 11, 2026. Complete The Assessment Here