Experience Concierge, Front Desk & Client Engagement

The Experience Concierge is a full-time, in-office role responsible for creating a warm, organized, and professional client experience at the front of the office. This position serves as the first point of contact for clients and guests, manages appointment scheduling and office readiness, supports in-office events, and assists with light administrative coordination. The role also provides execution-only support for basic digital and social media content related to office culture and events, in accordance with firm compliance policies. This is a non-exempt, client-facing position requiring strong organization, hospitality instincts, and reliability. About Leverage Planners LLC At Leverage Planners, we abolish financial anxiety for Blue Jean Millionaires, providing them with lifelong financial security, freedom, and peace they deserve. Description Location: Bellevue, WA Employment Type: Full-Time, W2, Non-Exempt Schedule: Monday–Friday, 8:30 AM – 5:00 PM Pacific Time Occasional early arrival or late departure for events with advance notice. All time worked outside scheduled hours is tracked and paid in accordance with Washington overtime laws. Base Pay: $52,000 to $65,000 (hourly equivalent, overtime eligible) Variable Compensation: Performance-based incentives Reports To: Director of Operations Department: Operations & Client Experience Work Arrangement: In-office Why This Role Exists You are the first and last impression of the firm. You create calm, confidence, and order the moment someone walks in, calls, or engages online. This is not a passive reception role. It is a hospitality-forward operations role with visible growth for someone who takes pride in service standards, reliability, and momentum. What Winning Looks Like Guests feel welcomed, oriented, and respected within the first 30 seconds The office runs smoothly without constant direction Events feel intentional, warm, and well hosted Our digital presence reflects clarity, warmth, and professionalism Seasonal and sentimental details make people feel grounded and remembered Core Responsibilities Front Desk & Office Operations Greet clients, guests, and vendors with warmth, professionalism, and presence Serve as the visible first and last impression for every in-office interaction Answer incoming calls, route appropriately, and manage messages Manage appointment scheduling and calendar coordination with precision and follow-through Ensure confirmations, reschedules, and handoffs are accurate and timely Monitor office readiness, cleanliness, and daily setup standards Coordinate janitorial, maintenance, and vendor services as needed Manage incoming and outgoing mail, packages, and deliveries Maintain office supply inventory and place timely reorders Coordinate kitchen stocking, refreshments, and common-area readiness Client Experience & Hospitality Prepare the office daily so it feels calm, intentional, and welcoming Set up conference rooms and meeting spaces with attention to detail Coordinate or prepare light refreshments in accordance with office safety guidelines Assemble and mail birthday cards, welcome packages, and appreciation gifts Bring a seasonal, traditional, and sentimental ethos to the experience through décor, timing, and thoughtful touches Assist with implementing client appreciation and hospitality touchpoints throughout the year Scheduling & Calendar Management Own appointment accuracy, confirmations, and clean calendar hygiene Reduce no-shows and reschedules through proactive communication Identify potential conflicts or experience issues before they escalate Resolve same-day issues independently whenever possible Events & Onsite Experiences Support planning and execution of in-office classes and events Assist with event setup, guest check-in, flow, and breakdown Ensure event readiness, materials, space, and timing standards are met Serve as backup class assistant and appointment setter during in-office or off-site events when needed Digital & Social Media Support (Execution-Only) Capture short-form digital content using a smartphone or camera during office activity and events Perform simple video editing (trimming, captions, formatting) and basic posting Publish approved social posts, stories, and event promotions on schedule Support light digital follow-ups tied to events or office activity Compliance Guardrails This role does not provide financial advice or represent itself as an advisor or investment professional All digital content is non-promotional, educational, or cultural in nature All content creation and posting is performed in accordance with the firm’s Written Supervisory Procedures (WSPs) and internal compliance review requirements Approved external title usage and posting permissions will be provided Administrative & Team Support Assist with light data entry, scanning, and electronic filing Order branded materials, gifts, and printed items as directed Coordinate office maintenance, furniture, and vendor support Monitor and triage shared inboxes and calendars as needed Support ad hoc projects for Operations, Client Services, and Advisors What This Role Is (and Is Not) This Role Is a Strong Fit If You: Take pride in service and first impressions Enjoy structure, standards, and accountability Are comfortable interacting with clients and guests all day Can manage multiple priorities without losing warmth or composure Are comfortable shooting short videos and doing simple edits for social media Want a role with growth into experience, operations, or engagement leadership This Role Is Not a Fit If You: Are seeking remote or hybrid work Want a quiet desk role with minimal interaction Wait to be told what to do Dislike events, guests, or social media Core Skills & Capabilities Hospitality-first mindset with professional presence Strong organization, follow-through, and calendar discipline Comfort interacting with clients, guests, and vendors Ability to manage multiple priorities calmly Comfort being on camera and engaging online Ability to shoot and perform simple edits on short-form video Willingness to learn internal systems and processes Tools & Systems HubSpot (CRM and internal tracking) Google Calendar Slack Outlook Standard office equipment Training is provided. Compensation & Benefits Base pay: $52,000 to $65,000 annually (hourly equivalent, overtime eligible) Performance-based bonuses tied to reliability, events, and engagement Bonuses are administered in compliance with overtime calculation requirements Health insurance, PTO, paid holidays, and 401(k) eligibility Onsite amenities including fitness and yoga studio access All-in target compensation: $56,000 to $75,000+, based on results Review Cadence 30-day: Execution basics, presence, reliability 60-day: Independent ownership, event confidence, content consistency 90-day: KPI traction, bonus eligibility, growth-path discussion Quarterly: Scorecard review, compensation adjustment, scope expansion Growth Path High performers can progress into: Experience Director Operations Lead Marketing or Engagement Coordinator Advancement is performance-based, not tenure-based. Disclaimer This job description is not an employment agreement. Responsibilities may evolve over time based on business needs, regulatory requirements, and demonstrated strengths. How to apply To be considered, please submit all of the following: Resume A short paragraph describing what great hospitality means to you Links to any social media accounts or content you have created or managed A 60-second Loom or selfie video introducing yourself and explaining why this role fits you Applications missing any of the above will not be reviewed. If creating a welcoming, meaningful experience energizes you more than it intimidates you, we would like to meet you. Salary $52,000 - $65,000 per year