Front Desk & Office Coordinator
?? Southlake, TX | ?? Mon–Fri, 7:30 AM–4:30 PM + 2 evenings/month for Client Events|
At RetireSimply, we believe retirement planning should feel warm, welcoming, and approachable. Our Front Desk & Office Coordinator plays a key role in creating that experience. You'll be the first smile our clients see, the steady voice on the phone, and the heartbeat of our Southlake office.
This isn't just a "front desk job." It's a chance to build relationships, support a driven team, and make a meaningful impact in the lives of people preparing for their future.
Compensation: $70,000 - $80,000 + benefits package.
What You'll Do
- Greet clients with genuine warmth and professionalism — both in person and over the phone.
- Keep our advisors moving forward by managing calendars across multiple offices.
- Ensure our office always feels welcoming — from the lobby to the conference rooms.
- Support client events, team meetings, and live seminars.
- Anticipate needs, solve problems, and keep the day flowing smoothly.
What We're Looking For
- Someone with a naturally upbeat, positive personality.
- A detail-oriented organizer who loves keeping things on track.
- Tech-savvy and adaptable — you'll use Salesforce, Excel, Teams, and more.
- A proactive team player who thrives on making things happen.
Why Join Us
- Growth opportunities in office coordination or operations.
- A supportive, high-energy team culture that values excellence and connection.
If you're ready to bring positivity, professionalism, and proactive energy to a team that's making retirement simple for our clients, we'd love to meet you!
