Summary Description & Primary Role

The ideal Front Desk Coordinator is a focused individual, able to coordinate the scheduling of client meetings and able to communicate exceptionally well in writing. The person in this role will have frequent interaction with all members of the organization and clients. This role is seated at the front desk and is responsible for welcoming clients, ensuring scheduling, editing of correspondence, and supporting the departments various functions. The Front Desk Coordinator reports directly to the Director of Client Support.

Essential Responsibilities

• Creating a welcoming and inviting environment for all clients, vendors and prospects
• Understanding scheduling procedures and securing 250+ meetings/ quarter
• Answering the telephone in a timely manner and directing calls to the correct person
• Maintaining a clean and efficient greeting area and conference rooms
• Editing 250+ meeting notes/ quarter to guide standards
• Delivering meeting notes through a secure email system
• Assisting with administrative tasks including providing backup support for colleagues
• Converting voice recordings to Word documents and typing correspondence
• Sending video conference invitations for remote meetings
• Monitoring and ordering office supplies
• Monitoring postage machine for maintenance and reloading of funds
• Organizing internal meetings, including conference room, food and logistics

Qualifications Required

• Ability to work well within a team
• Ability to assist with innovations while reducing risks
• Ability to be flexible yet able to enforce guardrails
• Strong communication skills
• Must have high energy level and positive attitude
• Ability to respect confidentiality, maintain compliance with policies and procedures, and adhere to fiduciary responsibilities
• Experience working in a Windows PC environment and with the Microsoft Office suite (Outlook, Excel and Word)
• Ability to learn client relationship management software
• High School Diploma required; Bachelor’s degree preferred
• No minimum years of experience

Compensation and Benefits

• Competitive salary-based structure commensurate with experience
• Firm-sponsored medical, dental, disability and life insurance, with annual employer contribution to Health Savings Account
• 401(k) Profit-Sharing Plan with a generous employer contribution
• Paid holidays and personal days, in addition to an optional Summer Hours program
• Reimbursements for continuing education and other pertinent higher-education programs
• Matching gift program. We're committed to giving back to our community for worthy causes.
• Business casual work environment
• Complimentary investment management and financial planning services
• Company gatherings and events

Working Conditions and Physical Requirements

While performing the duties of this job, the employee is regularly required to speak and listen. The employee is frequently required to walk, sit, stand, reach and use hands in an articulate manner. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The position does not require an individual to regularly lift items over 25 lbs.

Disclosures

This job description does not list all the duties of this position. The Front Desk Coordinator will be asked to perform additional duties. This individual will be evaluated, in part, based on his or her performance of the responsibilities listed in this job description. The firm has the right to revise this job description at any time and for any reason. This job description is not a contract for employment, and either the employee or the firm may terminate employment at any time, for any reason.

Job Type: Full-time

Pay: $42,500.00 - $47,500.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• Are you vaccinated against COVID-19?

Work Location: Hybrid remote in Minneapolis, MN 55426

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