Wealth Services Office Operations Coordinator

Research And Developement Industries Inc; Village of East Hills (NY); On-site; USD 47,000 - 52,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Time Off

Job summary

Blue Ocean Wealth Solutions, LLC seeks an Office Administrative Coordinator/Receptionist to manage front desk operations, mail handling, and general office administration in East Hills, NY. The role requires a professional, proactive approach and experience in an office environment, preferably within financial services or wealth management.

The position is in-office, with responsibilities spanning meeting room setup, document processing for Compliance, and weekly/ monthly administrative tasks.

Qualifications

• Strong written and verbal communication skills.
• Experience in office administration, operations, executive support, or a similar role.
• Professional, dependable, proactive, and service-oriented approach.
• Experience in a financial services, insurance, wealth management, or professional-services environment is a plus.

Responsibilities

• Front Desk & Daily Office Operations: prepare front desk, conference rooms, and common areas; ensure a professional, organized, welcoming environment; set up meeting rooms and monitor office activity.
• Mail, Shipping & Fax Administration: manage incoming/outgoing mail and documents; copy checks and forms for Compliance; maintain postage machine.
• Weekly Administrative Responsibilities: complete New Business spreadsheet via Compass/A360; maintain records; track and mail MetLife checks weekly.
• Monthly & Ongoing Office Administration: coordinate monthly WiFi password updates; maintain backup inventory; identify maintenance and facility needs.

Tools

Microsoft Excel

Outlook

Word

Job description

Blue Ocean Wealth Solutions, LLC seeks an Office Administrative Coordinator/Receptionist to manage front desk operations, mail handling, and general office administration in East Hills, NY. The role requires a professional, proactive approach and experience in an office environment, preferably within financial services or wealth management.

The position is in-office, with responsibilities spanning meeting room setup, document processing for Compliance, and weekly/ monthly administrative tasks.