Front Desk & Client Experience Coordinator – Wealth Management Office

Job Summary

SimplePath Retirement is a growing retirement planning and wealth management firm in Palm Harbor, FL. We help retirees and pre-retirees organize their financial lives, make confident financial decisions, and live extraordinary lives in retirement with purpose and dignity

We are looking for a polished, warm, organized, and highly dependable Front Desk & Client Experience Coordinator to become the voice and face of our firm. This role is ideal for someone who enjoys creating a welcoming environment, keeping details organized, supporting a professional team, and making clients feel cared for from the moment they call, visit, or attend an event.

This is not a remote role, and it is not a sales position. It is a front-office, client-facing role for someone who takes pride in hospitality, follow-through, office presentation, and exceptional service..

Compensation & Benefits
We believe in taking care of the people who help us take care of our clients. This full-time position offers:

· Salary: $52,000 – $68,000 base, depending on experience
· Bonus and incentive opportunities
· 100% Paid Health, Dental, and Vision Insurance
· 401(k) with Contribution & Profit Sharing
· Generous Paid Time Off and Paid Holidays
· Professional clothing allowance
· Team Incentive Trips, Events & Other Fringe Benefits
· Professional development and growth opportunities
· Supportive, high-performance, relationship-focused culture
· A beautiful, newly renovated, professional office environment in Palm Harbor
· The opportunity to be part of a growing, respected retirement planning firm with a strong local brand, including radio, TV, and more
· Compensation is based on experience, professionalism, role fit, and ability to execute in a high-standard, in-office client service environment.

What You’ll Do
You will create a first-class client experience by:

· Answering phones with warmth, professionalism, and confidence
· Greeting clients and guests and making them feel welcome
· Preparing meeting rooms before and after client appointments
· Offering refreshments and maintaining a polished office environment
· Supporting client scheduling, confirmations, reminders, and follow-up
· Assisting with birthday cards, client appreciation touches, gifts, and other “Client Love” activities
· Helping prepare for client events, seminars, workshops, and special gatherings
· Maintaining accurate client information in our CRM system
· Supporting mail, scanning, document organization, and general office administration
· Assisting leadership and team members with daily administrative needs
· Helping ensure the office looks, feels, and runs like a high-end professional firm

Who We’re Looking For
The right person for this role is:

· Warm, friendly, and comfortable interacting with clients in person and by phone
· Highly organized and detail-oriented
· Reliable, punctual, and professional
· Comfortable working in a busy office where priorities can change
· Able to follow processes and keep accurate notes
· Naturally hospitable and attentive to the little things
· Comfortable making confirmation calls and follow-up calls
· Positive, team-oriented, and willing to jump in where needed
· Interested in working in a professional financial services environment

Experience That Would Be Helpful
Experience in any of the following backgrounds may be a strong fit:

· Financial Services Office
· Professional Services Office
· Hospitality, concierge, high-end retail, or event support
Front desk, receptionist, office coordinator, or administrative

What Makes This Role Different
At SimplePath Retirement, the front desk is not “just reception.” This person plays an important role in the overall client experience. Our clients are often retirees and pre-retirees making important life decisions, and we want every interaction with our firm to feel organized, warm, respectful, and reassuring.

You will be part of a team that values excellence, authenticity, simplicity, stewardship, extreme ownership, and a calm, professional client experience.

Schedule
This is a full-time, in-office position in Palm Harbor, FL. Evening client events may be required a few times per year, with advance notice.

To Apply
If you are reading this thinking: “This sounds exactly like me,” then we would love to hear from you.

Please submit your resume and a brief note explaining why you believe you would be a strong fit for a client-facing, hospitality-focused role in a financial services office.

Pay: $52,000.00 - $68,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Vision insurance

Application Question(s):

• This role requires being the first point of contact for clients by phone and in person. Are you comfortable answering phones, greeting clients, and making appointment confirmation calls?
• A client arrives early for a meeting while the phone is ringing and a team member asks you for help with a last-minute task. How would you decide what to handle first?

Ability to Commute:

• Palm Harbor, FL 34683 (Required)

Work Location: In person

Salary : $52,000 - $68,000