Client Services & Office Coordinator

AON PLC; Gallinas (CA); On-site; USD 51,000 - 61,000; Full time

Benefits offered by this job

Competitive salary

Paid time off

401(k) with company match

Discount programs

Health and wellness benefits

Job summary

Wealthspire is seeking an Office Coordinator to join our client service team in San Rafael, CA. The role focuses on supporting Advisors, handling administrative tasks, calendar management, and ensuring a polished office environment.

The position requires attention to detail, effective communication, and proactive collaboration with staff. The office offers a comprehensive rewards package including benefits and a competitive salary.

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.
• 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

Attention to detail

Teamwork

Communication skills

Professional appearance

Verbal communication

Written communication

Education

Bachelor's degree

Tools

Salesforce

Box

Calendly

Microsoft Office

Job description

Wealthspire is seeking an Office Coordinator to join our client service team in San Rafael, CA. The role focuses on supporting Advisors, handling administrative tasks, calendar management, and ensuring a polished office environment.

The position requires attention to detail, effective communication, and proactive collaboration with staff. The office offers a comprehensive rewards package including benefits and a competitive salary.