Front Desk Coordinator

Company Culture

AMJ Financial Wealth Management fosters a culture rooted in client-centered service, collaboration, and continuous growth. The firm's guiding vision—"Big Dreams take Big Plans"—and its mission—"We are committed to your Plan, one impactful decision at a time"—reflect a deep commitment to helping clients achieve their unique definitions of success through personalized financial planning and superior advice. Team members are encouraged to build strong, caring relationships with both clients and colleagues, supporting a positive, welcoming environment where everyone's contributions are valued. AMJ emphasizes integrity, professionalism, and open communication, with a focus on education and professional development to help employees grow into their roles and advance within the organization. The firm's collaborative spirit, family-like atmosphere, and dedication to ethical standards make it an ideal workplace for those who thrive in a supportive, mission-driven setting.

Summary

The Front Desk Coordinator is the first point of contact for clients, guests, and vendors, ensuring a welcoming and professional environment. This role manages communications, scheduling, office logistics, compliance, and marketing support, with a focus on service excellence for high-end clientele in a financial advisory setting.

Key Responsibilities

· Welcome clients, guests, and visitors with professionalism and warmth.

· Answer and route phone calls; assist clients, callers, vendors, and prospects.

· Scheduling & Calendar Management ensuring all details are accurately recorded for multiple advisors using GReminders scheduling software.

· Coordinate special scheduling requests and recurring meetings.

· Send client confirmation emails and manage pre-meeting workflows.

· Receive and distribute mail.

· Order office supplies and stamps as needed.

· Manage monthly services (shredding, water delivery, copier maintenance).

· Client Engagement & Marketing Support

Qualifications

Must demonstrate a courteous, approachable, and highly professional demeanor; possess excellent communication skills; present a consistently professional appearance; and exhibit a genuine capacity to engage effectively with individuals of all ages and backgrounds in face-to-face interactions.

Experience & Education

2–5+ years of reception/front-desk experience, ideally in professional services (financial advisory, law firm, accounting, private banking, luxury hospitality, or corporate executive office). High school diploma required; bachelor's degree preferred (not always mandatory).

Skills

· Exceptional professionalism and polish – impeccable grooming, articulate speech, calm under pressure.

· Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).

· Experience with CRM software (e.g., Salesforce, Redtail, Wealthbox, Microsoft Dynamics) is a huge plus.

· Familiarity with phone systems (RingCentral, Cisco, Microsoft Teams Telephony, etc.).

· Understanding basic financial terminology (helpful but not mandatory).

· Critical Soft Skills & Traits

· Absolute discretion and confidentiality (will overhear