Office Coordinator

Description

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.

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…