Office Coordinator

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.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Summary:

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. This is a part-time role at our Delafield, WI office, reporting to the office 5 days a week (hours are 8:30-1:30 M-Thurs, 10-3 Fri.).

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.

• Prepare annual holiday card list and mailing (excel)

• Prepare annual client holiday gift list and order forms (excel)

• Prepare monthly client birthday cards (excel)

• Maintain client changes and updates in Sales Force

• Remotely deposit client checks to custodian accounts

• Basic excel knowledge

Qualifications:

• College degree (preferred).
• 1-2 years office coordinator experience.
• 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.

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.

Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.

What We Offer:

Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued.

The base salary range for this position is $38,000 - $50,000. 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 Advisors is an inclusive Equal Employment Opportunity employer.