Office Coordinator - St. Louis Park, MN

Advisor Talent Solutions

Saint Louis

6 days ago

Job Description

Position: Office Coordinator

Firm: Secured Retirement

Location: St. Louis Park, MN

Overview:

Secured Retirement is a privately held financial services firm specializing in retirement planning and investment strategies for individuals preparing for or currently enjoying retirement. Our reputation is built on trust, education, and operational excellence. As we continue to grow, our standard remains unchanged: exceptional clients are served by extraordinary people, supported by disciplined systems and clear accountability.

As Office Coordinator, you'll own daily office operations and deliver professional five-star experience for clients, guests, and team members. This dynamic role sits at the intersection of client experience, administrative support, and office operations.

What you’ll do:

Client Experience & Front Desk Ownership:

Greet clients and guests warmly and professionally
Prepare conference rooms and common areas daily
Notify advisors of client arrivals and assist with introductions
Maintain lobby displays, branded materials, and reception environment
Offer refreshments and ensure welcoming client experience

Administrative & Advisor Support:

Manage calendars and coordinate meetings
Answer, screen, and route phone calls professionally
Scan, file, and distribute documents accurately
Support advisors with post-meeting wrap-up processes
Maintain accurate CRM records (Salesforce or similar)

Office Operations & Facilities:

Open and close the office, including alarms, lights, and systems
Ensure kitchen, conference rooms, and common areas are stocked and organized
Handle incoming/outgoing mail and packages
Operate office technology systems including TVs, music, phone system and access controls

Supplies, Vendors & Inventory:

Track and reorder office supplies, beverages, and materials
Coordinate with vendors (e.g., Amazon, Costco, Office Depot)
Communicate purchasing needs and inventory updates to the team

Technology & Display Support:

Update digital reception displays and internal signage
Operate and maintain mailing and postage equipment

What We’re Looking For:

2+ years of administrative, office coordination, or front-desk experience
Strong verbal and written communication skills
High attention to detail and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Interpersonal Resiliency
Proficiency with Microsoft Office tools

Bonus Points:

Experience with Salesforce or similar CRM platforms
Experience with an Investment Advisory Firm or Retirement Planner

What You’ll Get:

Pay & Perks:

Competitive base salary
Full benefits package
Paid training and licensing support
Collaborative, Helpful Team Environment

Schedule:

Standard office hours

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com

Numbers & Facts

Location	Saint Louis
Website	https://advisortalentsolutions.com/careers/

Skills

Access Controlunmatched
Administrative Skillsunmatched
Beveragesunmatched
Calendar Managementunmatched
Communication Skillsunmatched
Customer Experienceunmatched
Customer Relationship Management (CRM)unmatched
Detail Orientedunmatched
Financial Servicesunmatched
Interpersonal Skillsunmatched
Investment Strategyunmatched
Licensingunmatched
Mail Processingunmatched
Microsoft Officeunmatched
Multitaskingunmatched
Musicunmatched
Operational Supportunmatched
Organizational Skillsunmatched
Plan Meetingsunmatched
Presentation/Verbal Skillsunmatched
Purchasing/Procurementunmatched
Record Keepingunmatched
Retirement Planningunmatched
Salesforce.comunmatched
System Operationsunmatched
Team Playerunmatched
Technical Supportunmatched
Telephone Skillsunmatched
Writing Skillsunmatched

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Office Coordinator - St. Louis Park, MN

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