Client Services & Administrative Coordinator

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

Benefits offered by this job

401(k) plan with company match

Paid time off and holidays

Health and wellness benefits

Exclusive discount programs

Job summary

Wealthspire Advisors LLC is seeking an Office Coordinator to join the client service team at our San Rafael, CA office. The role focuses on administrative support for Advisors, calendar management, and office operations to maintain a smooth, professional environment.

Responsibilities include greeting clients, answering calls, organizing meetings, coordinating facilities, and supporting CRM and document workflows. A Bachelor’s degree is preferred with at least two years of relevant experience.

Qualifications

• Bachelor's degree preferred.
• At least two years of relevant work experience.
• Numerical accuracy and attention to detail required.
• Ability to prioritize tasks and work in a team environment.
• Professional appearance and manner.
• Strong written and verbal communication skills.

Responsibilities

• Meet and greet clients and prospects.
• Answer phones.
• Manage the company calendar; schedule client and internal meetings.
• Set up and break down meeting rooms for client and internal meetings.
• Send client ad-hoc gifts requested by Advisors.
• Support staff recognition and culture; order lunch and decorate for birthdays.
• Manage incoming mail and deliveries.
• Maintain supply room; keep items stocked and orderly.
• Order office and kitchen supplies.
• Coordinate with facilities management to keep the office clean and orderly.
• Assist with printing quarterly client reports and invoices.
• Assist with setting up new CRM records and document folders.
• Provide general administrative support.
• Troubleshoot technology as needed.

Skills

Communication skills

Team player

Attention to detail

Professional appearance

Education

Bachelor's degree preferred

Tools

Salesforce

Box

Calendly

Microsoft Office

Job description

Wealthspire Advisors LLC is seeking an Office Coordinator to join the client service team at our San Rafael, CA office. The role focuses on administrative support for Advisors, calendar management, and office operations to maintain a smooth, professional environment.

Responsibilities include greeting clients, answering calls, organizing meetings, coordinating facilities, and supporting CRM and document workflows. A Bachelor’s degree is preferred with at least two years of relevant experience.