Front Office Coordinator

About the Firm

Scheff Liddell Wealth Group is a longstanding wealth management practice serving business owners, professionals, executives, retirees, and their families throughout Western New York. The team believes successful financial planning is built on more than investment management. It is built on personal relationships, trust, and providing thoughtful guidance through every stage of life. With decades of experience and a collaborative team approach, the firm is committed to delivering exceptional service and helping clients pursue their long-term financial goals.

The Front Office Coordinator serves as the face of the office and is responsible for ensuring clients, guests, and team members have a positive experience from the moment they walk through the door or contact the firm.

This role is ideal for someone who is professional, personable, organized, and enjoys helping others. While the pace of the office is generally steady rather than high-volume, the role is essential to maintaining a polished and welcoming environment for clients and supporting the day-to-day administrative needs of the practice.

The successful candidate will be comfortable interacting with clients, managing multiple small tasks, maintaining a professional office appearance, and ensuring details are handled accurately and consistently.

Key Responsibilities:

Client & Visitor Experience

• Serve as the first point of contact for clients, visitors, and incoming phone calls.

• Greet clients and guests in a warm, friendly, and professional manner.

• Answer and direct incoming calls appropriately.

• Assist with scheduling appointments and maintaining advisor calendars.

• Provide a welcoming experience that reflects the firm's high standards of client service.

Office Administration

• Manage incoming and outgoing mail, deliveries, and correspondence.

• Maintain reception and common areas to ensure a clean and professional environment.

• Organize office supplies and monitor inventory levels.

• Assist with filing, scanning, document preparation, and other administrative tasks.

• Support advisors and team members with miscellaneous office projects as needed.

Meeting & Office Preparation

• Prepare conference rooms and meeting spaces before client appointments.

• Ensure meeting materials are available and organized.

• Maintain office presentation throughout the day.

• Assist with light office upkeep and ensure client-facing areas remain welcoming and professional.

Team Support

• Help coordinate daily office activities and administrative workflows.

• Follow through on assigned tasks and requests in a timely manner.

• Support special events, client meetings, and firm activities as needed.

• Contribute to a positive and collaborative office culture.

Qualifications:

Preferred Experience

• Previous receptionist, administrative assistant, customer service, hospitality, or office support experience preferred.

• Experience working in a professional office environment is a plus.

• Financial services experience is not required.

Skills & Attributes

• Professional appearance and demeanor.

• Strong verbal communication and interpersonal skills.

• Friendly, personable, and service-oriented attitude.

• Excellent organizational skills and attention to detail.

• Ability to prioritize responsibilities and manage multiple tasks.

• Dependable with strong follow-through.

• Positive, energetic, and team-oriented mindset.

• Comfortable interacting with clients and visitors throughout the day.

• Proficiency with Microsoft Office and general office technology.

What Success Looks Like

• Clients and visitors feel welcomed and valued from their first interaction.

• Phone calls and inquiries are handled professionally and efficiently.

• Meeting rooms and client-facing areas are consistently prepared and presentable.

• Administrative tasks are completed accurately and on time.

• Advisors and team members can rely on the office running smoothly and professionally.

• The overall client experience reflects the firm's relationship-focused culture and commitment to exceptional service.

Benefits: Medical (50% paid by employer), Retirement, PTO + Market holidays

Workstyle: Onsite

Travel: None

Scheff Liddell Wealth Group (https://www.raymondjames.com/scheffliddellwealthgroup/) and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.