Front Office Manager

GCG Wealth Management is seeking a motivated and personable Front-Office Receptionist / Manager to join our team in Greensboro, NC. This full-time, on-site position plays a critical role as the face of our firm, managing front-office operations and ensuring a "white-glove" client experience for every guest who walks through our doors or calls our office.

Position Overview:

The Client Service Coordinator provides essential administrative leverage to our financial advisors. While the Business Manager focuses on back-office operations and execution, this role focuses on hospitality, scheduling, and office efficiency. The ideal candidate is a proactive self-starter with high emotional intelligence who thrives in a professional environment and takes ownership of the client environment and advisor calendars.

Key Responsibilities:

• Client Hospitality: Serve as the first point of contact for clients (in-person and phone), ensuring a warm, professional, and welcoming environment.
• Calendar Management: Proactively manage and coordinate advisor schedules, confirm appointments, and ensure meeting rooms are prepared with necessary materials.
• CRM Database Management: Maintain accurate client records in our CRM (e.g., Salesforce, Redtail), ensuring contact information and activity logs are up to date.
• Document Handling: Assist with scanning, filing, and organizing sensitive client documents in compliance with SEC/FINRA record-keeping requirements.
• Operational Support: Assist with client onboarding logistics (sending welcome packages, scheduling follow-ups) and handle general office management duties (ordering supplies, managing vendor relationships).
• Event Support: Assist in planning and executing client appreciation events or educational seminars.
• Compliance Awareness: Maintain strict adherence to Regulation S-P regarding client data privacy and confidentiality.

Qualifications:

• Experience: 2 years of administrative or customer service experience (Hospitality or Financial Services background is a plus).
• Education: Bachelor’s degree preferred, or equivalent professional experience.
• Tech Savvy: Proficiency in Microsoft Office Suite (Outlook, Word, Excel) and comfort learning new software (CRM systems).
• Soft Skills: Exceptional interpersonal and communication abilities (verbal and written) with a high degree of professionalism.
• Organization: Strong organizational and time-management skills; ability to prioritize multiple tasks without compromising attention to detail.
• Reliability: Ability to work on-site 5 days a week at our Greensboro, NC office.
• Growth Mindset: A desire to learn the financial services industry, with potential for career growth into a Client Service Associate (CSA) or Operations role.

Why This Role Matters: You are the heartbeat of the office. By handling the front-line communication and logistics, you allow our advisors to focus on what they do best: serving our clients' financial needs. This is an excellent opportunity for someone looking to start a career in the wealth management industry.