Office Coordinator
Wealthspire, Delafield, WI, United States
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 full‑time role at our Delafield, WI office, reporting to the office 5 days a week.
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
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
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
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 $44,000‑$46,000. 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.
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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 full‑time role at our Delafield, WI office, reporting to the office 5 days a week.
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
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
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
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 $44,000‑$46,000. 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.
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