Office Coordinator Seattle, WA | Robert Half

Office Coordinator

We are looking for an Office Coordinator to support daily administrative operations for a financial services office. This position plays a central role in creating a welcoming front-office experience, guiding incoming client inquiries, and keeping records and office materials organized. The ideal candidate brings strong communication skills, sound judgment, and a dependable, service-oriented approach to both visitors and internal team support.

Responsibilities:

• Welcome clients and guests upon arrival, direct them to the appropriate meeting space, and provide refreshments to create a welcoming and comfortable office experience.
• Respond to incoming phone calls and other initial inquiries from current and prospective clients, gathering key details to understand the purpose of each contact.
• Ask thoughtful follow-up questions to clarify client needs, including referrals who may be unsure which service is most appropriate for their situation.
• Connect each inquiry with the appropriate team member to ensure timely and accurate follow-up.
• Sort, review, and distribute incoming mail while maintaining organized physical records and correspondence.
• Scan and upload documents into the correct electronic client files and keep paper files accurate and up to date.
• Maintain invoice filing and support day-to-day document organization across the office.
• Assist with light office administration, including monitoring supply levels, ordering materials, and keeping shared spaces stocked with coffee and snacks.
• Learn and use browser-based front office and case management tools as part of daily administrative support.

Benefits:

• 20 days PTO, increasing to 22 after 3 years and 25 after 5 years
• 401(k) with 6% match
• Medical, 75% paid by company for employee, 25% paid by company for dependants
• Dental and vision, 100% paid for by company
• Standard paid holidays