Client Services Coordinator - Wealth Management

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

Benefits offered by this job

401(k) plan with company match

Health and wellness benefits

Paid time off

Job summary

Wealthspire is seeking an Office Coordinator to support our advisor team and manage front-desk duties at our San Rafael, CA office. You will handle client interaction, phone coverage, calendar management, meeting setup, and general administrative tasks to keep the office running smoothly.

The role emphasizes attention to detail, organization, and proactive problem-solving, with opportunities to assist on client reports, CRM setup, and events.

Qualifications

• Bachelor’s degree preferred.
• At least two years of relevant work experience.
• Numerical accuracy and attention to detail a must.
• Ability to prioritize tasks and work in a team environment.
• Professional appearance and manner.
• 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.
• Responsible for sending client ad-hoc gifts requested by Advisors.
• Responsible for staff recognition and modeling culture – order lunch, decorate for birthdays.
• Manage incoming mail and deliveries.
• Manage supply room – keeping items stocked and orderly.
• Order office and kitchen supplies.
• Coordinate with facilities management as needed to keep office orderly and clean.
• Assist with printing quarterly client reports & invoices when necessary.
• Assist with setting up new CRM Records and Document folders.
• General administrative assistant support.
• Trouble shoot technology as needed.

Skills

Communication skills

Attention to detail

Teamwork

Notary license

Education

Bachelor’s degree preferred

Tools

Salesforce

SharePoint

Calendly

Microsoft Office

Job description

Wealthspire is seeking an Office Coordinator to support our advisor team and manage front-desk duties at our San Rafael, CA office. You will handle client interaction, phone coverage, calendar management, meeting setup, and general administrative tasks to keep the office running smoothly.

The role emphasizes attention to detail, organization, and proactive problem-solving, with opportunities to assist on client reports, CRM setup, and events.