First Impressions Coordinator / Receptionist ($40,000–$50,000)

Guerra Wealth Advisors • Miami, FL

7d • $40,000 - $50,000 • Onsite

About The Position

Guerra Wealth Advisors is hiring a First Impressions Coordinator / Receptionist to join its front-office team in Miami, Florida. This hospitality-driven, in-office role is the first point of contact for clients, prospects, and visitors, and is responsible for creating a welcoming, polished experience from arrival through the start of each meeting. The role is suited to someone with reception, hospitality, or client-service experience who is warm, organized, attentive to detail, and comfortable working in a fast-paced office.

The coordinator prepares and maintains the office and meeting rooms, plans room usage around advisor calendars and appointments, welcomes and assists visitors, and helps ensure meetings begin smoothly and on time. The position also includes serving beverages, delivering the discovery-meeting welcome experience, coordinating walk-ins, monitoring office comfort, maintaining gift inventory, and supporting firm events. The schedule is full-time, on-site, and generally 9 a.m.–6 p.m. on weekdays, with occasional flexibility for firm events.

Requirements

• At least 1 year of experience in reception, hospitality, or client service.
• Bilingual in English and Spanish, verbally and in writing.
• Warm, polished, and professional presence with excellent interpersonal skills.
• Strong organizational skills and attention to detail, with the ability to multitask in a fast-paced office.
• Proficiency in Google Workspace and comfort learning new systems, including CRM, team-chat, and scheduling tools.
• Reliable and punctual, and able to work in-office on a standard weekday schedule.
• Team-player mindset and service-first attitude.

Nice To Haves

• Financial services experience.

Responsibilities

• Prepare the office each morning, including lights, lobby and meeting-room televisions, and the lobby video playlist.
• Review Advisors’ and Wealth Management Associates’ daily schedules in Salesforce and calendars to plan meeting-room use.
• Strategically reserve offices based on appointments, assigning the best available office for discovery meetings.
• Print and place door signs for in-office meetings once clients arrive.
• Keep meeting rooms client-ready, including whiteboards, markers, chairs, trash, snacks, and welcome setup.
• Warmly greet clients, prospects, and visitors and confirm their names and whom they are meeting.
• Notify advisors promptly of client arrivals via team chat and in person, and help meetings start on time.
• Offer and serve espresso, cortadito, water, and tea on a designated tray, and escort clients to meeting rooms.
• Provide the discovery-meeting welcome experience, including the welcome gift box, and track gift inventory.
• Greet walk-in clients, provide the intake form, and direct them to the appropriate team member.
• Coordinate meeting-room use across client appointments, team requests, and walk-ins while prioritizing the client experience.
• Monitor office comfort, including temperature, and resolve issues promptly.
• Invite waiting clients to firm events, such as Black & Gold events and Financial Forums, when appropriate.
• Refresh door-sign designs throughout the year for seasons, holidays, and special occasions.

Benefits

• 401(k) with company match.
• Health insurance, vision, and dental options.
• 20+ combined PTO days, including vacation, sick time, floating holidays, paid holidays, and birthday PTO.
• Sponsored industry training and conference attendance.
• Access to personal financial planning services for the employee and their family.
• Bonus compensation for industry certifications and licenses through Guerra Growth Lab.
• Career advancement within a growing, established firm.
• A culture of continuous learning and a professional growth plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed