Front Office Coordinator

Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We dont just work with numberswe work with people, building lasting relationships and delivering strategic solutions in accounting, tax, advisory, and wealth management. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand. Were committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success. Your Journey Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firms success through collaboration, exceptional service, and continuous growth. Position Summary: FRONT OFFICE COORDINATOR Location:Colorado Springs, CO. This position is in-office and not remote eligible. Pay Range: $18.00 - $22.00 hourly. What We're Looking For: High school diploma with 2 years minimum previous experience in a front desk/reception professional setting. Intermediate skills in both MS Office Suite and Adobe Pro software. Ability to operate general office equipment and digital phone systems. Previous experience with scheduling software, accounting systems, databases, and document management systems preferred. What You'll Be Doing: As a Front Office Coordinator, you will create a positive client impression and ensure clients feel valued when visiting or contacting the firm.Serves as a console/switchboard operator and receives incoming calls as well as walk-ins from customers and other visitors. Checks appointments, offers information and directs calls to the desired person. May perform routine clerical functions. Essential Duties: Greet clients and visitors and provide a welcoming, professional, and positive first impression. Client service - address inquiries and resolve issues in a professional and courteous manner. Handle customer complaints or concerns and escalate them when necessary. Operate standard office equipment, coordinate catering, schedule appointments. Provide general information about Sorren and services, document preparation as needed, maintain and update contact lists, directories, etc. Security awareness - notify appropriate personnel of any security concerns or suspicious activity. Using digital phone application, field firm incoming calls, voicemail, and faxes and route appropriately. Receive, sort, post, and distribute mail and FedEx deliveries daily as needed. Assist with client tax document pick-up and signing process. Unlock elevator in the morning and secure/lock in the evening. Maintain kitchens; coffee, dishwashers, refrigerators Maintain lobby and main conference room in guest-ready status. Maintains confidentiality pertaining to clients and families. Maintain accurate client information in firm practice management & tax software. Assist with preparation and mail distribution of client engagement letters and project organizers. Scan & upload client emails & source documents to file management system and proper tax software. Performs other duties as assigned. Why Choose Us? We are invested in your career and are dedicated to helping you climb the ranks. While we work hard, we also truly value our life outside of work and offer flexible arrangements to give you the ability to manage both your personal life and professional career. Our benefits include: Paid time off Medical, dental, vision, std/ltd, and life insurance 401(k) plan Paid holidays Holiday break from December 24-January 1 Paid Parental Leave after 1 year of service Mentorship program Spontaneous activities organized by the firm End of busy season celebrations and holiday parties Our Growth is Creating Great Opportunities! Our team is expanding, and we want to hire the most talented people possible. Our continued success depends on it! Once youve had the chance to explore our current open positions, apply to the ones you feel suit you best and keep track of both your progress in the selection process and new postings that might interest you! Don't see the position you are looking for? Join Our Talent Community! Thank you for your interest in working on our team! Sorren, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Third-Party Resume Submission Policy Any unsolicited resumes submitted through our website or to Sorren, Inc. employee e-mail accounts are considered property of Sorren, Inc. and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Sorren, Inc., there must be a formal written agreement in place and the agency must be invited, by Sorren, Inc.s Talent Attraction team, to submit candidates for review via our applicant tracking system.