Advisor Support & Office Coordinator

Aon plc; San Rafael (CA); On-site; USD 51,000 - 61,000; Full time

Benefits offered by this job

Competitive salary

Paid time off and holidays

401(k) plan with company match

Health and wellness benefits

Discount programs

Job summary

Wealthspire is seeking an Office Coordinator in San Rafael, CA to support the Advisors and client service team. You will handle front-desk duties, calendar management, meeting room setup, and general administrative tasks to ensure smooth operations.

The ideal candidate has a bachelor’s degree (preferred), at least two years of relevant experience, strong attention to detail, and excellent written and verbal communication. Notary license is a plus; not required.

Qualifications

• Bachelor’s degree preferred.
• At least two years of relevant work experience.
• Numerical accuracy and attention to detail a must.
• Strong written and verbal communication skills.
• Notary license strongly preferred.

Responsibilities

• Meet and greet clients and prospects.
• Answer phones.
• Manage the company calendar, schedule client & internal meetings.
• Set-up and break down meeting rooms for client meetings and internal group meetings.
• Order office and kitchen supplies and manage mail/deliveries.
• Coordinate with facilities management to keep the office orderly and clean.
• Assist with printing quarterly client reports and invoices.
• Assist with setting up new CRM records and document folders.
• Provide general administrative support and troubleshoot technology as needed.

Skills

Attention to detail

Written and verbal communication

Team player

Professional appearance

Education

Bachelor’s degree preferred

Tools

Salesforce

SharePoint

Calendly

Microsoft Office Suite

Job description

Wealthspire is seeking an Office Coordinator in San Rafael, CA to support the Advisors and client service team. You will handle front-desk duties, calendar management, meeting room setup, and general administrative tasks to ensure smooth operations.

The ideal candidate has a bachelor’s degree (preferred), at least two years of relevant experience, strong attention to detail, and excellent written and verbal communication. Notary license is a plus; not required.