Office Administrator (In Office)

OFFIC011770_1

Who We Are

Wealthspire Advisors is a Fee-Only Fiduciary with 20+ locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent registered investment advisory (RIA) firms offer.

Summary: As an Office Administrator, you will oversee reception services, including managing hospitality arrangements, coordinating catering for meetings, and maintaining the cleanliness and readiness of meeting rooms. You'll play a vital role in maintaining a professional office atmosphere by overseeing supplies, addressing facility-related issues, and managing IT support in collaboration with vendors. If you have a strong attention to detail, excellent organizational skills, and enjoy providing exceptional service to clients and colleagues alike, we encourage you to apply for this integral role within our team.

Essential Duties And Responsibilities

• Manage the reception area to create a welcoming experience for office visitors, including handling hospitality, parking, and office tours
• Maintain professionalism in appearance and interactions with clients and visitors
• Coordinate the ordering, delivery, presentation, and cleanup of catering for visitors and staff
• Set up and break down meeting rooms for client and internal meetings
• Route limited incoming calls, mail communications, and deliveries
• Coordinate monthly birthday gifts for clients and staff, annual holiday gifts for clients, and other ad hoc gifts
• Ensure a professional and safe office environment, overseeing cleanliness and safety protocols
• Keep office equipment and appliances clean and in working order, managing repairs and replacements as necessary
• Liaise with building management and provide updates to staff regarding facilities
• Manage the office calendar and communications effectively
• Organize office operations and procedures to enhance efficiency
• Coordinate limited onboarding and offboarding of employees, in collaboration with HR, IT, Client Ops, and Building Management/Parking
• Address employee inquiries regarding office management, security, maintenance, mailing, shipping, parking, and supplies
• Assist in planning and executing staff social events, community service activities, and company events
• Manage and confirm appointments for Managing Directors as requested
• Handle expense reporting for Managing Directors as requested
• Perform overall office clerical and administrative duties
• Support special projects for the office or in support of company departments/programs
• Assist team members with scheduling, printing, and general meeting preparation
  
  
  

Knowledge, Skills, And/or Abilities

• High level of attention to detail
• Ability to manage time effectively and prioritize workload
• Excellent oral and written communication skills with clients, vendors and staff
• Effective organizational skills – keeps files and work area organized
• Tactful and professional in relations with internal and external contacts and employees
• Ability to work with minimal supervision
• Proficient in PC, Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams, etc.) and the ability to learn new software and technology
• Ability to periodically work extended hours
  
  
  

Education And/or Experience

• High school graduate or an equivalent required
• Office management experience
• Have or be willing to obtain a Maryland notary public commission
  
  
  

Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

• Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status
• Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions
• Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business
  
  
  

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer

Wealthspire Advisors is a Fee-Only Fiduciary with 22 locations throughout the Northeast, Atlantic, Midwest, and West Coast, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent registered investment advisory (RIA) firms offer. The base salary range for this position is $50,000 – $68,000. 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 and You... Better Together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.