Each day, we develop strategies to help our clients build wealth, plan for retirement, and achieve the future they imagine. We look for team members who value long-term client relationships, act with integrity, and understand that every client is unique. Is there an opportunity in our Overland Park office that complements your background and expertise? Send us your resume.

Office Coordinator

Job Summary

We are looking for a skilled Office Coordinator to undertake a variety of day-to-day office and clerical tasks. You will be an integral part in ensuring that our office operations run smoothly and are successful in supporting other business activities. You will serve clients by greeting, welcoming and directing them appropriately and notifying company personnel of client arrival. You will also manage conference rooms, orders supplies and answer and direct phone calls.


  • Warmly greet & welcome clients upon arrival by name (if available), offer a beverage/snack while they wait
  • Answer and direct all phone calls 
  • Ensure that conference rooms are well kept for all meetings and that reception area is kept tidy
  • If a client meeting includes lunch, plate lunch prior to meeting and clean up afterwards
  • Receive all faxes (via email) and forward to correct employee
  • Maintain office inventory/supply management (supplies, beverages, snacks) and order when necessary
  • Responsible for handling of incoming and outgoing mail
  • Being knowledgeable of office equipment (phone system, internet and copy machines)
  • Contribute to team effort by being open to assist with projects


  • Strong written and verbal communication skills
  • Ability to be resourceful and proactive
  • Professional attitude/appearance
  • Excellent organizational skills
  • Multitasking and time-management skills
  • Supply management
  • Microsoft Office skills
  • Team and customer service attitude

The Perks

  • Full-time, 40-hour position
  • Salary, PTO and Holiday Pay
  • Potential to grow and move into client services
  • Company-wide celebrations