Client-Focused Office Coordinator for Wealth Management

Wealthspire; West Hartford (CT); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

401(k) with match

PTO & paid holidays

Job summary

Wealthspire Advisors seeks an Office Coordinator to foster a welcoming, organized workplace and provide essential administrative support. You will coordinate client meetings, manage calls and supplies, and ensure conference rooms are prepared for professional meetings.

The role emphasizes accuracy, teamwork, and superior client service. The position supports CRM records, document processing, and office operations, including vendor coordination and onboarding new staff.

Qualifications

• Bachelor’s degree preferred.
• Minimum of two years of relevant administrative or office support experience.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office; familiarity with CRM systems is a plus.

Responsibilities

• Coordinate client calls, meetings, reservations, and related logistics with Advisors and Client Service Associates.
• Track and route client documents, maintain electronic files, and process payments and mail.
• Support onboarding and maintain a welcoming, well-organized office environment.

Skills

Attention to detail

Customer service

Team collaboration

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Salesforce

Job description

Wealthspire Advisors seeks an Office Coordinator to foster a welcoming, organized workplace and provide essential administrative support. You will coordinate client meetings, manage calls and supplies, and ensure conference rooms are prepared for professional meetings.

The role emphasizes accuracy, teamwork, and superior client service. The position supports CRM records, document processing, and office operations, including vendor coordination and onboarding new staff.