Client Services & Office Operations Coordinator

Mackenzie Consultants Limited; Melville (NY); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Performance-based incentives

Job summary

Wealthspire is a leading wealth management and advisory firm seeking a versatile Office Administrator to support reception, office operations, mail handling, and event coordination across multiple offices. A college degree and strong communication skills are preferred.

The role involves assisting advisors and staff, managing CRM updates, and ensuring smooth day-to-day facilities, with opportunities for growth within a collaborative, client-centric environment.

Qualifications

• College degree preferred.
• Excellent communication, organizational, and multitasking skills with strong attention to detail.
• Professional, dependable, and committed to providing excellent client service.
• Ability to work collaboratively, take initiative, and manage competing priorities.
• Proficiency in Microsoft Office; experience with CRM systems and SharePoint is a plus.
• Ability to handle confidential information with discretion and professionalism.

Responsibilities

• Reception and Client Support: Greet clients and visitors, answer calls, and direct inquiries.
• Office Operations and Facilities: Maintain professional office appearance and manage supplies and vendors.
• Mail and Administrative Support: Process mail, prepare documents, and support SharePoint organization.
• Employee and Event Support: Assist HR/IT with onboarding/offboarding and coordinate events and gifts.

Skills

Excellent communication

Organizational skills

Multitasking

Team collaboration

initiative

Discretion

Education

College degree

Tools

Microsoft Office

CRM systems

SharePoint

Job description

Wealthspire is a leading wealth management and advisory firm seeking a versatile Office Administrator to support reception, office operations, mail handling, and event coordination across multiple offices. A college degree and strong communication skills are preferred.

The role involves assisting advisors and staff, managing CRM updates, and ensuring smooth day-to-day facilities, with opportunities for growth within a collaborative, client-centric environment.