Client Meeting & Office Coordinator

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

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Job summary

Wealthspire Advisors in West Hartford, CT is seeking an Office Coordinator to foster a welcoming, organized workspace. You will coordinate client meetings, manage calls, and ensure conference rooms are prepared for professional meetings.

Responsibilities include CRM upkeep, document processing, and coordinating office operations. The role requires 2+ years of admin experience, strong communication, and proficiency in Microsoft Office; Salesforce experience is a plus.

Qualifications

• Bachelor's degree preferred.
• Minimum of two years of relevant administrative or office support experience.
• Strong attention to detail and numerical accuracy.
• Ability to prioritize multiple tasks and meet deadlines in a team environment.
• Professional demeanor and strong customer service orientation.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office required.
• Experience with Salesforce or another CRM system preferred; familiarity with portfolio management and document management software is a plus.

Responsibilities

• Coordinate client calls, meetings, reservations, and related logistics in partnership with Advisors and Client Service Associates.
• Maintain accurate CRM records, including meeting notes, follow-up tasks, and client and prospect information.
• Support client communications, login assistance, and general administrative needs.
• Track client paperwork, maintain electronic files in SharePoint, and route documents for processing.
• Record and coordinate the deposit of incoming checks in accordance with procedures.
• Manage document preparation, filing, mail, faxes, and shipments, ensuring timely processing and delivery.
• Manage the RingCentral phone system, troubleshoot issues, coordinate updates, and ensure backup coverage.
• Oversee office supplies, equipment, shared spaces, and facilities-related needs.
• Support new employee onboarding and maintain a welcoming, well-prepared workplace.
• Coordinate office events, community initiatives, client communications, reports, cards, and gifts.

Skills

Customer service

Communication

Attention to detail

Teamwork

Education

Bachelor's degree preferred

Tools

Microsoft Office

Salesforce

SharePoint

Job description

Wealthspire Advisors in West Hartford, CT is seeking an Office Coordinator to foster a welcoming, organized workspace. You will coordinate client meetings, manage calls, and ensure conference rooms are prepared for professional meetings.

Responsibilities include CRM upkeep, document processing, and coordinating office operations. The role requires 2+ years of admin experience, strong communication, and proficiency in Microsoft Office; Salesforce experience is a plus.