Receptionist & Office Coordinator

Evensky & Katz / Foldes Wealth Management – Coral Gables, FL We are looking for a steady, warm, service-oriented professional who takes pride in being the welcoming face of the firm, thrives in structured environments, and finds fulfillment in supporting others through consistent, high-quality administrative work. This is a full-time, in-office role (Monday–Friday) based in our Coral Gables office. Key Accountabilities Client & Visitor Experience Serve as the first point of contact welcoming clients, prospects, vendors, and team members. Maintain a warm, professional, and polished front office atmosphere at all times. Answer, screen, and route calls with care, accuracy, and discretion. Office Operations & Logistics Manage all incoming/outgoing mail, package deliveries, and bulk mailings. Maintain office, kitchen, and supply inventory; coordinate vendor orders as needed. Liaise with building management and service providers to ensure smooth operations. Ensures the office environment is neat and orderly, reflecting the firm’s high standards. Administrative & Document Support Scan, organize, and maintain critical client and firm documents. Prepare and send DocuSign envelopes accurately and promptly. Perform precise data entry and administrative updates within CRM systems. Firm-Wide Support Assist internal teams with administrative tasks and operational projects. Maintain confidentiality and uphold firm values in all interactions Ensure timely and accurate completion of all responsibilities. Attributes ·        Takes ownership of the role seriously ·        Treats everyone fairly ·        Loves routines and checklists ·        Keeps the environment calm and respectful ·        Enjoys gathering and organizing information ·        Builds trust through caring interactions ·        Takes satisfaction in completing tasks well Qualifications Bachelor’s degree preferred. Prior experience as a receptionist, administrative assistant, or office coordinator preferred. Proficiency in Microsoft Office Suite. Familiarity with CRM systems is a plus. Exceptional communication skills, both written and verbal. Strong organizational skills and meticulous attention to detail. Ability to work both independently and collaboratively. Thoughtful problem-solving abilities and sound judgment. To apply please send both your résumé along with a brief paragraph explaining why you are a strong candidate for this position.  About Us Evensky & Katz is a nationally recognized, fee-only financial planning and investment management firm. As one of South Florida’s largest independent Registered Investment Advisors, we manage more than $3 billion in client assets across offices in Florida, Texas, and Washington state. With over 40 professionals, we are committed to growth and excellence, and we are excited to welcome a dedicated professional who will take pride in being the welcoming face of the firm and a vital contributor to our operational excellence.