Receptionist & Office Coordinator (Miami)
Evensky & Katz / Foldes Wealth Management, Miami, FL, United States
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.
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.