Reception and Facilities Administrator

Posting Description

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.

The Office Coordinator has responsibility to create a positive first impression of the firm for all clients and guests and to support the business overall, as required.

Key Responsibilities:

• Greet clients and visitors to the office, ensuring they have a positive first impression.
• Respond to telephone messages, answer inquiries or direct calls to the most appropriate team members.
• Open and close the office; maintain continual professional appearance of the office common and meeting areas (reception, break room, conference rooms, kitchen etc.).
• Prepare conference rooms for internal and client meetings - set up and take down followed by sanitizing.
• Open incoming mail and direct to appropriate parties and process outgoing mail.
• Assist with organizing client and company functions as needed.
• Assist with office moves and office set ups as needed.
• Provide office support: order food/supplies; restock supplies; accept deliveries, etc.
• Serve as liaison with property management for cleaning, temperature, repairs, etc.
• Serve as office point of contact for all external vendors/vendor relations.
• Collaborate with IT for set up of New Hire workstations.
• Collaborate with Human Resources.
• Create New Hire access cards and Welcome swag bags.
• Maintain offboarding check list - deactivation of access.
• Perform other duties as and when needed.

Qualifications:

• College degree (preferred).
• Excellent verbal and written communication skills.
• Must be organized, detail-oriented and able to manage and prioritize tasks.
• Demonstrates a commitment to accuracy by delivering high quality work.
• Collaborative and able to work effectively with others.
• Proficiency in Microsoft Office is required; experience with any CRM, portfolio management and document management software is a plus.
• Reliable, follows through on commitments, embraces new challenges.
• Professional appearance and manner.

What We Offer:We''re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $57,000 - $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.

#LI-JS3

#Wealthspire