First Impressions Coordinator ($40,000–$70,000)

Guerra Wealth Advisors • Miami, FL

1d • $40,000 - $70,000 • Onsite

About The Position

Guerra Wealth Advisors is seeking a First Impressions 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 warm, polished experience and keeping the office client-ready throughout the day. The role suits someone with reception, hospitality, or client-service experience who is organized, attentive to detail, and comfortable working in a fast-paced office.

The position coordinates meeting-room use and appointment flow, welcomes and assists visitors, serves refreshments, prepares discovery-meeting welcome gifts, and supports smooth, timely meetings. The schedule is full-time, on standard weekdays from 10 a.m. to 7 p.m., with occasional flexibility for firm events. Compensation is $40,000–$70,000 annually.

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 with a service-first attitude.

Nice To Haves

• Financial services experience.

Responsibilities

• Prepare the office each morning, including lights, lobby and meeting-room TVs, and the lobby video playlist.
• Review Advisors’ and Wealth Management Associates’ daily schedules in Salesforce and calendars to plan meeting-room usage.
• Reserve offices strategically 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 setups.
• Warmly greet clients, prospects, and visitors and confirm their names and whom they are meeting.
• Notify advisors promptly of client arrivals through team chat and in person, helping meetings start on time.
• Offer and serve espresso, cortadito, water, and tea on the 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 intake forms, 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 quickly.
• Invite waiting clients to upcoming 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.
• Long-term and short-term disability coverage.
• 20+ combined PTO days, including vacation, sick, 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