Client Services & Office Coordinator

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 and holidays

Discount programs

Job summary

Wealthspire is seeking an Office Coordinator to join our client service team in San Rafael, CA. This administrative role supports Advisors and is a core part of keeping the office efficient, organized, and welcoming for clients and staff alike.

Responsibilities include greeting clients, answering phones, calendar and meeting logistics, supplying and facilities coordination, preparing client reports, updating CRM records, and providing proactive administrative support.

Qualifications

• Bachelor’s degree preferred and 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 & 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 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

Team collaboration

Professional appearance

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 administrative role supports Advisors and is a core part of keeping the office efficient, organized, and welcoming for clients and staff alike.

Responsibilities include greeting clients, answering phones, calendar and meeting logistics, supplying and facilities coordination, preparing client reports, updating CRM records, and providing proactive administrative support.