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 (MondayFriday) 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 firms 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 Bachelors 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 rsum 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 Floridas 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.