Front Desk & Client Service Coordinator

Client Service & Office Coordinator

About Us

TriCapital Wealth Management is a boutique wealth management firm committed to delivering exceptional service and personalized financial guidance to our clients. We are seeking a friendly, organized, and detail-oriented Client Service & Office Coordinator to join our team and help ensure the smooth day-to-day operation of our office.

As an important part of our team, this role serves as a primary point of contact for clients, visitors, and vendors while providing administrative and operational support to our advisors. The ideal candidate is someone who enjoys working with people, thrives in an organized professional environment, and takes pride in creating an exceptional client experience while helping maintain efficient office operations.

Responsibilities

• Open and/or close the office, depending on scheduled hours.
• Welcome clients and visitors with a warm, professional demeanor.
• Answer and direct incoming phone calls.
• Coordinate and prepare conference rooms for client meetings.
• Maintain the reception area, conference rooms, kitchen, and common office spaces.
• Receive, sort, and distribute incoming mail; coordinate outgoing mail, FedEx shipments, and deliveries.
• Scan, file, organize, and archive client and office documents.
• Order and maintain office supplies and equipment.
• Coordinate with office vendors, including IT, telecommunications, building management, and office suppliers.
• Assist advisors with administrative and client service tasks, including scanning, copying, document organization, binding, and coordinating client gifts.
• Support general office operations and assist with additional administrative projects as needed.
• Help ensure the office operates efficiently and provides a professional, welcoming experience for clients.

Qualifications

• Previous front desk, receptionist, administrative, office coordination, or office management experience required.
• Friendly, professional, and customer-focused demeanor with excellent interpersonal skills.
• Strong organizational, written, and verbal communication skills.
• Dependable, punctual, and committed to maintaining consistent office hours.
• Ability to prioritize multiple responsibilities, manage changing priorities, and work independently with minimal supervision.
• Self-motivated with a proactive, problem-solving attitude.
• High level of discretion and ability to maintain confidentiality.
• Proficient in Microsoft Office (Outlook, Word, and Excel).
• Experience using a CRM system is preferred.
• Experience in financial services, banking, insurance, or another professional office environment is a plus, but not required.
• Comfortable working as part of a small, collaborative team where responsibilities may vary from day to day.

Position Details

Employment Type: Full-Time

Schedule: Monday through Friday, 8:30 AM – 5:00 PM

Office Location:
6115 Park South Drive, Suite 330
Charlotte, NC

Work Environment: In-office position (not remote)

Dress Code: Business Casual (no jeans, T-shirts, or sneakers)

Start Date: To be determined

Compensation: Competitive salary based on experience, with opportunities for discretionary performance and company bonuses.