Front Desk Coordinator

Our fast-paced financial firm is seeking a motivated and dedicated Front Desk Coordinator to join our team in Lincoln, NE.  We pride ourselves on providing superior customer service and care.  We are searching for an energetic, hardworking, and compassionate person to join our team.  The ideal candidate has the ability and desire to project a positive, warm and professional image in person and on the phone, has excellent verbal and organizational skills, along with the ability to successfully multitask.

This role will serve as the first point of contact for clients and visitors.  Common tasks that are involved include scheduling appointments, greeting people, preparing files, processing paperwork, and problem-solving.  Responsibilities will increase as expertise and experience grow.

To succeed at our firm, we’re looking for the following attributes:

• You need to be highly organized and disciplined, focused, and extremely proactive
• You need the ability to demonstrate persistence to achieve quality
• You need to have the ability to handle detailed work with a high degree of accuracy
• You need to have excellent communication – both verbal and written

Job Responsibilities:

• Reception: Be the first point of contact for clients and visitors, providing a warm and professional welcome. Manage incoming calls and inquiries, directing them to the appropriate team members.
• Appointment Scheduling: Coordinate client meetings and appointments for advisors. Maintain and manage the office calendar to optimize advisor availability.
• Workshop Support: Assist in organizing and coordinating workshops in Lincoln. Ensure all necessary materials are prepared and attendees are properly welcomed
• Client Relations: Foster positive relationships with clients by ensuring their needs and concerns are addressed promptly and professionally.
• Administrative Support: Provide administrative assistance to advisors, including data entry, document management, and preparing reports as needed.
• Office Organization: Maintain the cleanliness and organization of the front office area

Minimum Requirements:

• Minimum high school diploma
• Customer service experience strongly preferred
• Outstanding phone etiquette to build rapport with and engage clients
• Ability to handle detailed work with a high degree of efficiency
• Successful completion of background check and pre-employment assessments

Preferred Requirements:

• Previous experience in a front office or administrative role
• A background in the financial industry
• Knowledge of financial industry terminology and practices is advantageous

Thank you for your interest in this role. Please take a moment to explore our website and the services provided. If you feel that you have the skills it takes for the position and responsibilities listed, we encourage you to apply!

Due to the volume of responses to our postings – please do not contact our office or email us individually. The best way to be considered for this position will be to apply to this posting with your resume. We are dedicated to responding to each applicant in a timely manner.