Executive Office Coordinator: Client-Focused Front Desk

Towerpoint Wealth; Sacramento (CA); On-site; USD 32,000 - 39,000; Full time

Job summary

Towerpoint Wealth is seeking an Executive Office Coordinator to join our close-knit team in Downtown Sacramento. You will report directly to the Director of Operations and work closely with internal staff and external clients/visitors to ensure a welcoming, professional environment.

The role emphasizes keeping the office running smoothly, coordinating meetings, managing reception, and handling clerical tasks in a fast-paced wealth management setting.

Qualifications

• Strong client management skills.
• Ability to multi-task, prioritize workload, and be committed to a high level of customer service.
• Strong written and oral communication skills.
• A high level of ATD (attention to detail).
• Highly organized.
• Solid knowledge of Microsoft Office products.
• Knowledge of Salesforce CRM software is a plus.

Responsibilities

• Present a positive first impression of Towerpoint Wealth both in office and by phone and email.
• Provide accurate information to associates, and vendors via phone, email, and in-person.
• Manage daily in-office reception, greeting and ensuring the comfort of all clients and office visitors.
• Collaborate with Towerpoint Wealth staff to ensure effective office efficiency.
• Coordinate all in-office meeting logistics and refreshments for visitors.
• Operate and display proficiency in VOIP phone system.
• Answer and coordinate all incoming calls with warmth and professionalism.
• Perform as-needed clerical duties such as mailing, filing, copying.
• Manage Excel sheets and data to provide and submit accurate and timely data to other parties.
• Customize and prepare presentation decks for internal and external use.
• Coordinate and plan team community service and sponsorship events.
• Develop and maintain internal procedure documents for the Executive Office Coordinator position.
• Apply strategic thinking and assessment to each interaction internally and externally.
• Coordinate and plan team building events.
• Run errands for supplies, pick up items, etc.
• Manage and monitor the upkeep of the office lobby, kitchen, huddle room, meeting room, and plants.
• Coordinate and manage supply inventory and food for office.
• Perform various office support functions

Skills

Client management

Multi-tasking

Communication (written and oral)

Attention to detail

Organization

Microsoft Office

Salesforce CRM

Education

High School diploma or GED

Job description

Towerpoint Wealth is seeking an Executive Office Coordinator to join our close-knit team in Downtown Sacramento. You will report directly to the Director of Operations and work closely with internal staff and external clients/visitors to ensure a welcoming, professional environment.

The role emphasizes keeping the office running smoothly, coordinating meetings, managing reception, and handling clerical tasks in a fast-paced wealth management setting.