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Who We Are:
Wealthspire Advisors (part of NFP, an Aon company) is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
This position works in an environment centered on teamwork and demonstrates our core values – “Passion for the client”, Own it” and “I have your back”. The primary responsibility is scheduling client meetings, answering incoming calls and providing critical administrative support to the office.
Essential Duties and Responsibilities:
Office Functions:
Knowledge, Skills, and/or Abilities:
Education and/or Experience:
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.
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:
NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better Together!
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
Full Time
$49k-63k (estimate)
06/22/2024
07/10/2024
wealthspire.com
New York, NY
<25
The following is the career advancement route for Office Coordinator positions, which can be used as a reference in future career path planning. As an Office Coordinator, it can be promoted into senior positions as an Administrative Assistant III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Office Coordinator. You can explore the career advancement for an Office Coordinator below and select your interested title to get hiring information.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Office Coordinator job description and responsibilities
Office Coordinators perform a number of administrative support and customer service tasks to ensure efficient operation of their office environment.
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Developed communication skills help office coordinators provide excellent service to customers and support to employees.
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Also known as an office supervisor, the office coordinator ensures that administrative tasks are completed and that employees are supported with supplies or documentation needed.
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An office coordinator assists the accounting department with monthly reconciliations, keeps track of all office expenditures and maintain monthly rents and service contracts for the office.
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Performing daily administrative activities of office operations such as managing filing systems and Updating paperwork.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Office Coordinator jobs
When office coordinators accept roles with new employers, they usually receive more training.
02/15/2022: Clearwater, FL
Extremely possess the good listening ability.
02/08/2022: Saint Louis, MO
Always Be Available as a Mentor.
12/09/2021: Killeen, TX
A good office coordinator should be able to delegate work based on the strengths of each team member.
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Step 3: View the best colleges and universities for Office Coordinator.