Front Office Coordinator

NextStep Recruiting is partnering with a confidential financial services firm to identify a Front Office Coordinator for its Dallas office. This role serves as the first point of contact for clients and visitors while providing essential administrative and operational support. The ideal candidate is polished, highly organized, detail-oriented, and passionate about delivering an exceptional client experience in a professional office environment.

Responsibilities

• Manage front desk operations, including greeting visitors, answering calls, coordinating conference rooms, and maintaining a welcoming office environment
• Coordinate meeting schedules, catering, office events, and client hospitality arrangements
• Oversee office supplies, mail distribution, vendor relationships, facility maintenance, and daily office operations
• Assist with client and employee events, gift coordination, marketing materials, and internal presentations
• Provide administrative support to leadership and team members while maintaining confidentiality and professionalism

Requirements

• Bachelor's degree in Business, Finance, or a related field required
• Genuine passion for the wealth management industry and a strong interest in building a career within the field
• Strong proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
• Excellent communication, organizational, multitasking, and customer service skills
• Professional demeanor with strong attention to detail and the ability to handle confidential information

NextStep Recruiting provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics or sexual orientation. In addition to federal law requirements, NextStep Recruiting complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.