Client Experience & Office Operations Coordinator

NFP, an Aon company; Melville (NY); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Job summary

Wealthspire is seeking an organized, client-focused Administrative Assistant to support reception, scheduling, and general office operations. You will greet clients, coordinate communications, and assist with CRM and document handling in a multi-office setting across the US.

The role requires strong communication, discretion, and teamwork. You will help with onboarding, event support, and daily facilities tasks to ensure smooth regional operations.

Qualifications

• Clear communication and professional client service orientation.
• Strong organizational and multitasking skills with high attention to detail.
• Ability to work collaboratively and manage competing priorities.
• Proficiency with Microsoft Office; familiarity with CRM and SharePoint is a plus.
• Discretion handling confidential information with professionalism.

Responsibilities

• Greet clients and visitors, answer calls, and direct inquiries to the appropriate team members.
• Assist Advisors and Client Service Associates with scheduling, client communications, CRM updates, and general admin needs.
• Prepare conference rooms for client and internal meetings, including setup, refreshments, and cleanup.
• Maintain clean, organized office spaces and manage office supplies and vendor relations.
• Support HR/IT onboarding, internal meetings, client events, and mail/document handling.

Skills

Communication

Organization

Multitasking

Attention to detail

Client service

Collaboration

Discretion

Education

College degree preferred

Tools

Microsoft Office

CRM systems

SharePoint

Job description

Wealthspire is seeking an organized, client-focused Administrative Assistant to support reception, scheduling, and general office operations. You will greet clients, coordinate communications, and assist with CRM and document handling in a multi-office setting across the US.

The role requires strong communication, discretion, and teamwork. You will help with onboarding, event support, and daily facilities tasks to ensure smooth regional operations.