Evensky & Katz / Foldes Wealth Management

 

Receptionist & Office Coordinator

We are looking for a steady, warm, service-oriented professional who takes pride in being the welcoming face of the firm, thrives in structured environments, and finds fulfillment in supporting others through consistent, high-quality administrative work.

This is a full-time, in-office role (Monday–Friday) based in our Coral Gables office.

Key Accountabilities

Client & Visitor Experience

    • Serve as the first point of contact welcoming clients, prospects, vendors, and team members.
    • Maintain a warm, professional, and polished front office atmosphere at all times.
    • Answer, screen, and route calls with care, accuracy, and discretion.

Office Operations & Logistics

    • Manage all incoming/outgoing mail, package deliveries, and bulk mailings.
    • Maintain office, kitchen, and supply inventory; coordinate vendor orders as needed.
    • Liaise with building management and service providers to ensure smooth operations.
    • Ensures the office environment is neat and orderly, reflecting the firm’s high standards.

Administrative & Document Support

    • Scan, organize, and maintain critical client and firm documents.
    • Prepare and send DocuSign envelopes accurately and promptly.
    • Perform precise data entry and administrative updates within CRM systems.

Firm-Wide Support

    • Assist internal teams with administrative tasks and operational projects
    • Maintain confidentiality and uphold firm values in all interactions
    • Ensure timely and accurate completion of all responsibilities

Attributes

•    Takes ownership of the role seriously
•    Treats everyone fairly
•    Loves routines and checklists
•    Keeps the environment calm and respectful
•    Enjoys gathering and organizing information
•    Builds trust through caring interactions
•    Takes satisfaction in completing tasks well

Qualifications

•    Bachelor’s degree preferred.
•    Prior experience as a receptionist, administrative assistant, or office coordinator preferred.
•    Proficiency in Microsoft Office Suite.
•    Familiarity with CRM systems is a plus.
•    Exceptional communication skills, both written and verbal.
•    Strong organizational skills and meticulous attention to detail.
•    Ability to work both independently and collaboratively.
•    Thoughtful problem-solving abilities and sound judgment.

Next Steps

To apply, please email your résumé along with a brief paragraph explaining why you are a strong candidate for this position.

📧 npainter@evensky.com

 

About Us

Evensky & Katz is a nationally recognized, fee-only financial planning and investment management firm. As one of South Florida’s largest independent Registered Investment Advisors, we manage more than $3 billion in client assets across offices in Florida, Texas, and Washington state. With over 40 professionals, we are committed to growth and excellence, and we are excited to welcome a dedicated professional who will take pride in being the welcoming face of the firm and a vital contributor to our operational excellence.