Office Coordinator

Description

Office Coordinator

Location: Abilene, TX (Fully in-office, Mon-Fri)

Pay Range: $35,000-$40,000 Annual Base Salary (commensurate with experience + qualifications)

Type: Full-Time, Non-Exempt

Firm: Cedar Gap Wealth Management

Reporting To: Wealth Associate

Join Our Team at Cedar Gap Wealth Management - Cedar Gap Wealth Management is an independent private wealth management team in Abilene, Texas, focused on helping clients simplify their financial lives through goals-based financial planning, investment management, and objective advice. With strong ties to the local community, the team emphasizes trust, reliability, open communication, personal attention, and long-term client relationships.

Position Overview - Cedar Gap Wealth Management is seeking a Office Coordinator (i.e. Receptionist) to serve as the first point of contact for clients, callers, vendors, and visitors while helping maintain a polished, organized, and client-ready office environment. This role is responsible for front-desk coverage, phone support, day-to-day administrative coordination, office supplies, deliveries, vendor support, recurring reports, and general administrative assistance for the team.

This is a highly important role for the practice, designed to remove front-desk and routine administrative responsibilities from the client service team so they can focus more fully on expanded client-service, operational, and supervisory responsibilities. While the role will begin with reception and administrative support, Cedar Gap does not view it as a dead-end position.

For a motivated individual who is eager to learn, there may be an opportunity over time to gain exposure to the wealth management business, take on additional client-service responsibilities, and potentially grow into a Client Associate or Wealth Associate path.

You will provide front-desk coverage, client-facing reception support, office administration, recurring reporting assistance, and general team coordination, including but not limited to:

• Provide consistent front-desk coverage and serve as a warm, professional first point of contact for clients, callers, visitors, vendors, and delivery partners
• Answer incoming calls, route messages appropriately, welcome clients and guests, and help maintain a positive, client-ready office experience
• Receive deliveries, mail, packages, and office materials, ensuring items are organized, communicated, and handled in a timely manner
• Prepare conference rooms, reception areas, and shared spaces for client meetings, vendor visits, and internal team needs
• Maintain a polished, organized, and welcoming office environment that reflects Cedar Gap’s commitment to personal attention, trust, and reliability
• Support the team’s ability to stay focused on client-service, advisory, and operational priorities by taking ownership of routine front-office needs

• Order, organize, and manage office supplies, kitchen items, meeting materials, printed resources, and other day-to-day office needs
• Assist with vendor communication, service appointments, deliveries, maintenance requests, office repairs, and general workplace logistics
• Maintain administrative records, supply lists, mailing materials, vendor information, office documentation, and shared resources as assigned
• Help coordinate scheduling needs, office communications, client meeting preparation, internal reminders, and recurring administrative tasks
• Complete recurring reports and routine administrative items currently handled by the client service team, ensuring accuracy, organization, and timely follow-through
• Identify simple ways to improve organization, reduce administrative friction, and keep the office running efficiently

• Provide general administrative support to advisors, client service professionals, leadership, and other team members as needed
• Support internal workflows by helping organize information, track routine follow-up items, prepare documents, and keep administrative priorities moving
• Demonstrate curiosity and willingness to…