Client Services & Office Operations Coordinator

Socket.dev; San Rafael (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

Health and wellness benefits

Exclusive discount programs

Job summary

Wealthspire is seeking an Office Coordinator to join the client service team in San Rafael, CA. The role supports Advisors and staff with comprehensive administrative tasks, calendar management, and event coordination.

The ideal candidate will have at least two years of relevant experience, strong attention to detail, and excellent communication. This on-site position offers a competitive salary and benefits package.

Qualifications

• Bachelor's degree preferred
• 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 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

Task prioritization

Team collaboration

Professional appearance

Communication skills

Education

Bachelor's degree

Tools

Salesforce

Box

Calendly

Microsoft Office

Job description

Wealthspire is seeking an Office Coordinator to join the client service team in San Rafael, CA. The role supports Advisors and staff with comprehensive administrative tasks, calendar management, and event coordination.

The ideal candidate will have at least two years of relevant experience, strong attention to detail, and excellent communication. This on-site position offers a competitive salary and benefits package.