Front Office Coordinator

Temp to hire assignment. Approximate 4 week turnaround to hire. Lovely waterfront office.

• Greet clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.
• Handle incoming telephone calls and our telephone software.
• Sort and distribute mail.
• Send periodic client correspondence.
• Coordinates the assembly and mailing of client paperwork.
• Handle firm calendars for the Wealth Advisor(s) and others in the office.
• Manage office supplies.
• Coordinate outside vendors.
• Coordinate client events.
• Assist with digital Content and Marketing.
• Assist with Quickbooks Administration.
• Perform other duties as assigned.