Workplace Experience Coordinator

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation, and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you’re looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of a Workplace Experience Coordinator to join our team.

SUMMARY

The Workplace Experience Coordinator plays a key role in delivering a high-quality, day-to-day experience for employees and visitors in our AA office. This is a hands-on, fully onsite role responsible for maintaining a clean, organized, and fully functional workplace while supporting front desk coverage, workplace operations, and facility coordination. The primary focus of this role is ensuring the office operates smoothly and consistently reflects M Financial’s standards for a welcoming, professional, and high-end workplace experience. The Workplace Experience Coordinator will demonstrate strong attention to detail, reliability, a proactive mindset, and pride in maintaining an elevated environment.

RESPONSIBILITIES

Workplace Operations & Environment

• Maintain a clean, organized, and well-stocked office environment across shared spaces including breakrooms, conference rooms, and common areas
• Perform routine walkthroughs to ensure spaces are reset, properly configured, and presentation-ready
• Restock pantry items, supplies, and shared resources
• Ensure kitchen equipment and shared tools are clean and fully operational
• Conduct routine checks of restrooms, wellness rooms, and high-traffic areas to maintain standards

Front Desk & Guest Experience

• Provide professional front desk coverage as part of a rotating team schedule
• Greet visitors, manage check-in, and notify hosts of arrival
• Answer and route incoming calls promptly and professionally
• Support visitor experience through clear communication, coordination, and hospitality
• Maintain a clean, organized, and welcoming reception area

Inventory & Logistics

• Monitor inventory levels for pantry, office, and operational supplies
• Place orders within established budgets and guidelines
• Receive, inventory, and distribute deliveries across designated areas
• Maintain appropriate stock levels by avoiding over-ordering and identifying waste
• Support ongoing cost control and process improvements

Mail & Office Services

• Manage inbound and outbound mail and packages, including sorting, distribution, and shipping coordination
• Ensure timely handling of sensitive or priority deliveries
• Support general office services including printing, supply distribution, and workroom organization

Facilities Coordination

• Identify and report maintenance issues; coordinate with building management or vendors as needed
• Submit and track service requests through resolution
• Assist with vendor coordination and follow-up
• Support overall functionality and upkeep of the workplace

Employee & Visitor Support

• Assist with new hire setup including workstation preparation and supplies
• Prepare temporary workspaces for visiting employees
• Support event setup including space preparation and stocking
• Contribute to workplace communications such as newsletters or internal updates, as needed

QUALIFICATIONS

• High school diploma or equivalent
• 1–3 years of experience in office support, hospitality, workplace services, or similar role
• Strong customer service mindset with a professional and approachable demeanor
• Proven reliability, punctuality, and consistent attendance in an onsite role
• Ability to stay organized, manage multiple tasks, and work with a sense of urgency
• Strong attention to detail and pride in maintaining a high-quality environment
• Comfortable with a hands-on role that includes movement throughout the day
• Familiarity with Microsoft Office (Outlook, Teams, Excel, PowerPoint, Word), Zoom, and general office systems

JOB CONDITIONS AND ENVIRONMENT

• Combination of active and desk-based work throughout the day
• Frequent movement throughout the office, including lifting and moving supplies and packages
• Periods of sitting at a workstation
• Regular use of office tools, systems, and shared equipment
• Occasional travel to support other office locations

SHIFT/COVERAGE REQUIREMENTS

• Monday – Friday during standard business hours
• Ability to provide coverage for team members as needed, including when others are out of office
• Occasional overtime may be required

SUCCESS PROFILE

We’re looking for someone who:

• Takes ownership of their work and follows through consistently
• Shows up every day ready to contribute and support the team
• Is dependable and consistent in attendance and performance
• Enjoys being the first point of contact and creating a welcoming environment
• Notices the details others miss and takes initiative to correct them
• Is comfortable in a hands-on, active role that requires movement throughout the day
• Is motivated to grow and take on more responsibility over time

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.

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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.