Front Desk Coordinator (Receptionist)

JOB SUMMARY:

The Front Desk Coordinator (Receptionist) is responsible for coordinating the in\-office client experience and ensuring the daily front\-office operations of the firm run smoothly and consistently. This role serves as a central point of organization for client visits — preparing meeting logistics, maintaining a professional environment, and supporting key operational processes that allow advisors and staff to remain focused on clients.

This position is best suited for a professional who is organized, composed, and service\-oriented, with a strong attention to detail and a dependable approach to routine responsibilities. As the firm continues to refine the client experience, responsibilities within this role may evolve to support operational needs and service standards.

JOB DUTIES AND RESPONSIBILITIES:Client Arrival and Experience

• Personally welcome clients and guests, guide them through their arrival, and coordinate with internal teams to support smooth meeting transitions
• Proactively offer and prepare refreshments and attend to guest comfort needs throughout their visit
• Serve as the primary point of contact for visitors while managing incoming calls and front desk activity
• Maintain an attentive presence in the office, answering and appropriately routing incoming calls to support an organized and welcoming environment

Environment and Meeting Readiness

• Circulate through reception and meeting spaces to maintain a polished environment
• Prepare and reset conference rooms, including readiness and hospitality details, while maintaining conference room calendars and coordinating scheduling for advisors and clients
• Ensure hospitality details (seating readiness, refreshments, room presentation) are consistently executed
• Address minor issues proactively to preserve a seamless client experience

Coordination and Front Office Processes

• Utilize CRM and office systems to maintain accurate client and visitor information and monitor front office processes, following up on outstanding items as needed
• Collect, sort, and distribute incoming mail, including processing incoming checks and preparing outgoing checks for mailing (with trained backup support)
• Provide Medallion Signature Guarantee service following certification and firm training procedures
• Handle routine administrative tasks with accuracy and attention to detail

REQUIRED QUALIFICATIONS:

• 2–4 years of experience in a professional, client\-facing role (corporate office, hospitality, professional services, or similar)
• Strong interpersonal skills with a composed, service\-oriented demeanor
• Excellent written and verbal communication skills
• High attention to detail and strong organizational habits
• Comfort working in a calm, steady, and highly professional environment
• Ability to follow established processes while maintaining a polished client experience
• Proficiency with basic office technology; experience with CRM systems a plus

PHYSICAL DEMANDS:

• Ability to work in office at the Frisco, TX location
• Prolonged periods of sitting and standing at a desk and working on a computer
• Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
• Work schedule may vary and is determined by project schedules
• Ability to efficiently operate all job\-related office equipment
• Ability to communicate via telephone, computer and work in virtual teams
• Must be able to lift up to 15 pounds at a time
• Ability to travel using personal vehicle to other office locations as needed

\-S\-

*About SageSpring:*

This is an exciting opportunity to join a Forbes’ Best\-In\-State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020\-2024\). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.

*Rewards \& Culture:*

Great Benefits – Including: Health Insurance, Dental, Vision, 401K, Life Insurance, Short\-Term and Long\-Term Disability, Paid Vacation and Holidays.*

\#1 Culture – Join and grow in an award\-winning culture where you’ll look forward to Monday.*

Inspiring Leadership – Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, fun, and highly supportive work environment.*

Team Engagement – Build genuinely special relationships and bonds throughout your team and across the company and partners.*

High Performance \- Our motto, “Humble, Hungry, and Smart,” is truly exemplified from the top down.*

Continuing Education \- Let us help you transform your career goals and educational accomplishments into opportunities and successes.*

Community Involvement – We’re passionate about supporting our community and encourage each office to choose a charity or cause to champion.*

*The specific statements shown in each section of this description are not intended to be all\-inclusive. They represent typical elements and criteria necessary to successfully perform this position.Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department.SageSpring Wealth affirms our commitment to make reasonable accommodations for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.*