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 Coordinator, you will be the cornerstone of our operational efficiency and client service excellence. Your dynamic role involves providing comprehensive administrative support, managing client communications, maintaining our CRM, and seamlessly coordinating with various teams and corporate offices. By ensuring smooth office operations and fostering productive interactions between clients and advisors, you will directly contribute to our mission of delivering unparalleled service and support, driving the success of our firm.

Essential Duties and Responsibilities:

• Responsible for updating holiday hours and auto attendant as necessary.
• Identify backup for phone coverage when unavailable.
• Serve as office administrator for the phone system – handle fixes, updates, and liaison with the corporate office.
• Work with advisor teams and CRM to proactively schedule calls/meetings.
• Coordinate breakfast/lunch/dinner plans and reservations for client meetings as applicable.
• Maintain CRM – track all meetings and upload related notes; perform or assign noted tasks to team members as appropriate.
• Update CRM with lead, opportunity, and relationship information.
• Make client updates across applicable systems, i.e. address/email/phone.
• Handle client birthday and holiday communications.
• Provide login assistance to clients.
• Provide administrative support for clients, advisor, and CSA teams for scanning, digital filing, printing, shredding, and typing.
• Initiate tasks in CRM for all client paperwork.
• Use SharePoint to electronically file paperwork and email to the appropriate team member for processing, supported by CRM tasks.
• Blotter all incoming checks; deposit all mailed checks directly at the custodian.
• Perform scanning, faxing, and mailing for the office.
• Receive and dispatch mail/UPS/faxes (mail goes down by noon for the day).