Office Operations Coordinator

4 weeks ago


Guilford, Connecticut, United States Exencial Wealth Advisors Full time
Role Overview

As a Front Desk Reception Manager at Exencial Wealth Advisors, you will play a vital role in delivering exceptional client experiences. This position offers a unique blend of administrative support, customer service, and operational management.

You will be responsible for creating a positive first impression for our clients, handling incoming calls, managing mail and packages, and maintaining a tidy and organized workspace. Your primary focus will be on ensuring seamless day-to-day operations, allowing our team to concentrate on providing exceptional financial services.

Key Responsibilities

Your key responsibilities will include:

  • Welcoming clients and visitors with a smile, making them feel at ease from the moment they step into our office.
  • Screening and forwarding calls, ensuring prompt and professional communication.
  • Managing office supplies, maintaining a well-stocked inventory, and overseeing cleaning and maintenance tasks.
  • Preparation and processing of client reports, including mailings and downloads.
Essential Skills

To succeed in this role, you will need:

  • An exceptional customer service attitude, always striving to exceed client expectations.
  • Excellent organizational and time management skills, ensuring smooth day-to-day operations.
  • Strong verbal and written communication skills, both internal and external.
  • Able to work effectively in a team environment, supporting colleagues when needed.

Join our dynamic team and contribute to our mission of delivering unparalleled client service and expertise in wealth management.



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