Office Coordinator Are you a motivated, detail-oriented individual with a positive attitude, looking for an early-career role that could lead to a rewarding career in Wealth Management? If so, we need you! True North Advisors is seeking a Front Office Coordinator to join our Business Operations team. This role serves as the first point of contact for visitors and callers, while providing administrative and operational support to the broader team to help deliver an exceptional client experience. This role also provides assistance with client and team event planning and other marketing-related tasks. This is a full-time position based in our Dallas office.
Responsibilities:- Answer the company's primary phone line and manage the phone system
- Greet clients and guests - escort them to conference rooms and ensure rooms are prepared
- Open and close the office each day following a daily checklist
- Manage conference room scheduling throughout the day
- Keep conference rooms, work rooms, and break rooms organized and clean
- Coordinate catering and set-up for formal in-office lunches or company-wide events
- Manage office mail receipt, sorting, and sending
- Schedule and confirm meetings for advisors, as requested
- Order office supplies and refreshments, maintaining spending within budget
- Schedule repairs and maintenance for the office space when needed
- Serve as main point of contact for building management and vendors who provide office services
- Assist with client and employee event planning
- Send client gifts, and log gifts in Compliance 11 program
- Help prepare the PowerPoint presentation for monthly team meetings
Order printed materials (business cards, letterhead, cards, etc.)Provide additional administrative and operational support as needed.
Education, Skills, & Experience:
Bachelor's degree in business, finance, or related field required
Strong Outlook, PowerPoint, Word and Excel skills
Ability to maintain confidentiality when dealing with client matters
Must consent to and have favorable credit report and background check
Ability to consistently demonstrate True North's Core Values
Benefits & Perks:- Bonus potential based on successful execution of firm goals and individual performance metrics15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule
- Volunteer Time Off (VTO)401(k) with employer contribution
- Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
- Employer reimbursement for professional designations and continuing education
- Free financial planning services for employees and spouses
Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!
Background:
True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest. We seek to provide peace of mind to our clients and their families. Managing an individual's wealth is more than just dollars and cents. At True North, our Wealth Managers work collaboratively with our Wealth Planning team using every lens to create comprehensive plans designed to achieve clients' long-term goals. We offer innovative solutions and provide perspective, opportunity, and fulfillment in every area of our clients' lives. We were an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy. Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today and join us to help us continue to fulfill lives. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
