Professional Office Coordinator | Admin & Budget Support

Valbridge Property Advisors l Milwaukee; Provo (UT); On-site; USD 43,000 - 53,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) with employer match

Collaborative office environment

Job summary

Valbridge Property Advisors is seeking an organized Office Coordinator to support daily operations in our San Ramon office. Under supervision, you’ll handle administrative tasks, document production, and budgeting oversight to ensure an efficient workspace.

This in-office role rewards initiative, reliability, and professionalism. You’ll interact with clients, appraisers, and leadership, contributing to a well-run office and a collaborative environment.

Qualifications

• Two years of proven experience in office coordination or any other administrative role.
• Demonstrated initiative and a proactive, can-do attitude, with the ability to anticipate office needs.
• Strong computer literacy, including proficiency in Microsoft Office (Outlook, Word, Excel) and Adobe Acrobat.
• Basic budgeting or expense-tracking experience.
• Excellent organizational skills with keen attention to detail.
• Exceptional customer service skills with a friendly, professional demeanor.

Responsibilities

• Manage daily office operations, including answering telephones and greeting clients and visitors in a professional manner, coordinating incoming and outgoing mail, and maintaining office equipment and supplies.
• Maintain organized digital and physical filing systems in accordance with firm records retention standards.
• Order and maintain inventory of office and kitchen supplies and coordinate outgoing shipments as needed via FedEx, UPS, or USPS.
• Serve as the primary point of contact for office equipment maintenance and repairs, scheduling and overseeing necessary service, and coordinating with building management and outside vendors as needed.
• Run occasional errands outside of the office as required to support daily operations.
• Prepare and format Word documents and Excel spreadsheets to a professional standard.
• Set up new jobs in our proprietary software as well as within our digital job files.
• Edit and publish appraisal reports and memoranda using firm templates and proprietary software, often under strict deadlines.
• Proofread documents rigorously for accuracy, clarity, and adherence to firm style standards prior to distribution.
• Monitor the office operating budget, tracking monthly expenses against budgeted allocations and proactively flagging variances to management.
• Maintain accurate, well-organized expense records to support timely and accurate financial reporting.
• Provide attentive, professional customer service to clients, visitors, and vendors, serving as a positive first point of contact for the office.
• Assist with marketing initiatives, company website updates, and social media content.
• Maintain and update the company contact directory as needed.
• Coordinate weekly staff lunches, birthday celebrations, and holiday events; circulate birthday cards and help organize related festivities.
• Assist in planning annual company events and quarterly business meetings, including reserving venues as needed.

Skills

Proactive mindset

Customer service

Communication

Organization

Time management

Proofreading

English grammar

Office equipment

Education

High School Diploma or GED

College degree preferred

Tools

Microsoft Office

Adobe Acrobat

Job description

Valbridge Property Advisors is seeking an organized Office Coordinator to support daily operations in our San Ramon office. Under supervision, you’ll handle administrative tasks, document production, and budgeting oversight to ensure an efficient workspace.

This in-office role rewards initiative, reliability, and professionalism. You’ll interact with clients, appraisers, and leadership, contributing to a well-run office and a collaborative environment.