Office Coordinator in Abilene, Texas at Sanctuary Wealth Group LLC - FTE

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.

Your Role & Responsibilities

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

Reception, Client Experience & Front-Desk Support

· 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

Office Administration, Supplies & Vendor Coordination

· 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

Team Support & Growth Potential

· 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 learn Cedar Gap’s client-service approach, internal processes, and wealth management environment over time

· Take on additional responsibilities gradually as trust, knowledge, and business understanding develop

· Maintain discretion and professionalism when handling client, team, business, and firm-related information

· For the right individual, build a foundation that could lead to additional client-service responsibilities and potential progression into a Client Associate or Wealth Associate role

What We’re Looking For

Required Qualifications

· 0-3+ years of experience in reception, administrative support, customer service, office coordination, financial services, professional services, or a related environment

· Strong organizational skills with the ability to manage front-desk priorities, phone coverage, office supplies, deliveries, vendor needs, recurring reports, and day-to-day administrative tasks

· Professional communication skills with the ability to interact warmly and respectfully with clients, advisors, leadership, vendors, visitors, and internal team members

· Comfort answering phones, greeting visitors, taking messages, coordinating basic office needs, and supporting a consistently polished client-facing environment

· High attention to detail when maintaining records, tracking expenses, reviewing documents, organizing internal information, and supporting a polished client-ready environment

· Sound judgment and discretion when handling confidential business, employee, client, financial, or firm-related information

· Reliable, proactive, and service-oriented approach with the ability to anticipate routine needs, follow through on assigned tasks, and ask thoughtful questions when needed

· Proficiency with Microsoft Office or willingness to learn, including Outlook, Word, Excel, Teams, shared calendars, digital filing systems, and general office technology

Preferred Qualifications

· Interest in wealth management, financial services, client service, office administration, or building a long-term career in a professional services environment

· Prior experience in wealth management, financial services, banking, insurance, accounting, legal, real estate, hospitality, customer service, or another client-facing professional environment

· Familiarity with CRM systems, document management platforms, e-signature tools, scheduling systems, vendor portals, or collaboration software

· Experience supporting executives, advisors, client service teams, administrative staff, office visitors, or high-touch client relationships

· Motivation to learn, take direction, grow over time, and potentially assume additional client-service or wealth management support responsibilities

Why Join Cedar Gap Wealth Management?

• Full-time, fully in-office role with a target compensation of $35,000-$40,000 base salary
• 100% Employer Covered Benefits Package (Health, dental, and vision insurance)
• 6% 401(k) match following the completion of one-year of service
• PTO Policy + Paid Holidays
• Attire is business casual
• On-the-job training, exposure to wealth management, and potential long-term growth into client-service responsibilities for the right individual
• A culture that values focus during the workday and balance after hours