Client Services & Office Coordinator

NFP Corp; Gallinas (CA); On-site; USD 51,000 - 61,000; Full time

Benefits offered by this job

401(k) match

Health and wellness benefits

Paid time off

Discount programs

Job summary

Wealthspire is seeking an Office Coordinator to join our client service team in San Rafael, CA. This role supports Advisors and ensures smooth daily operations. You will manage schedules, greet clients, handle mail, coordinate meetings, and assist with CRM setup.

Strong organizational and communication skills are essential for success in a fast-paced wealth-management environment. We offer a competitive salary, a 401(k) plan with company match, and comprehensive health and wellness benefits.

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.

Responsibilities

• Meet and greet clients and prospects.
• Answer phones and manage the calendar for 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 office culture, including catering and events.
• Manage mail, deliveries, supplies, and CRM records setup.
• Troubleshoot technology as needed and assist with reporting.

Skills

Numerical accuracy

Attention to detail

Task prioritization

Teamwork

Professional appearance

Written & verbal communication

Education

Bachelor’s degree preferred

Tools

Salesforce

Box

Calendly

Microsoft Office

Job description

Wealthspire is seeking an Office Coordinator to join our client service team in San Rafael, CA. This role supports Advisors and ensures smooth daily operations. You will manage schedules, greet clients, handle mail, coordinate meetings, and assist with CRM setup.

Strong organizational and communication skills are essential for success in a fast-paced wealth-management environment. We offer a competitive salary, a 401(k) plan with company match, and comprehensive health and wellness benefits.