Office & Client Experience Associate

Beacon Pointe Advisors LLC; Falls Church (VA); On-site; USD 35,000 - 50,000; Part time

Job summary

Beacon Pointe Advisors in Falls Church, VA is seeking an Office Management Associate (20-40 hours/week) to support office operations, leadership initiatives, client communications, and special projects in a collaborative, in‑person setting.

The ideal candidate brings strong organizational skills, proactive problem solving, and excellent interpersonal abilities to deliver an exceptional client and team experience in a wealth management environment.

Qualifications

• Four-year college degree or equivalent experience.
• Excellent interpersonal and verbal/written skills.
• Detail-oriented with strong organization and prioritization.
• Thrives in fast-paced, evolving environment with multiple priorities.
• Professional presence with high-net-worth clients.
• Self-starter with initiative.
• Strong client service and hospitality mindset.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint).

Responsibilities

• Coordinate office operations and maintain supplies; keep common areas tidy.
• Prepare for client meetings; assemble statements, print/bind deliverables, arrange meeting rooms.
• Handle mail, faxes, and office equipment; manage overnight package drop-off.
• Perform administrative tasks as needed by partners; arrange travel and meeting requests.
• Order food and beverages for meetings; occasional delivery.
• Communicate with building management on work orders and parking.
• Update client information in CRM (Salesforce); generate reports.
• Deliver client/prospect communications and coordinate quarterly client newsletters.
• Coordinate bulk client communications, client gifts, milestone recognition, and firm correspondence.
• Review and edit presentations, letters, and other communications.
• Plan and coordinate employee appreciation events, client seminars, and office gatherings.
• Serve as local office marketing point person; coordinate with marketing/compliance; update materials.
• Attend conference calls; communicate changes to advisors and staff.
• Manage office supplies inventory through StorFront.
• Assist with other administrative and office management duties; identify process improvements.
• Support team projects and firm policy initiatives.

Skills

Interpersonal skills

Verbal/written communication

Detail orientation

Organization

Adaptability to fast-paced environment

Professional presence with high-net‑wt

Initiative / self-starter

Client service / hospitality

Microsoft Office proficiency

Education

Bachelor degree or equivalent experience

Tools

Microsoft Office

Job description

Beacon Pointe Advisors in Falls Church, VA is seeking an Office Management Associate (20-40 hours/week) to support office operations, leadership initiatives, client communications, and special projects in a collaborative, in‑person setting.

The ideal candidate brings strong organizational skills, proactive problem solving, and excellent interpersonal abilities to deliver an exceptional client and team experience in a wealth management environment.