Office Coordinator

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, and business management, empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees, 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.

Fiducient Advisors seeks an Office Coordinator to join our team. The Office Coordinator is responsible for creating a positive first impression of the firm and helping drive new efficiencies to deliver world‑class client, employee, and operational service excellence.

Responsibilities:

• Answer incoming calls and properly direct calls to the most appropriate team members.
• Greet clients and visitors to the office (ensuring they have a positive first impression); offer refreshments; determine the most appropriate team member to direct them to as needed.
• 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 meetings – set up and take down followed by cleaning.
• Open incoming mail and direct to appropriate parties and process outgoing mail.
• Assist with organizing client and company functions as needed.
• Assist with office shifts and office set ups as needed.
• Serve as liaison with property management for cleaning, temperature, repairs, etc.
• Serve as office POC for all external vendors/vendor relations.
• Collaborate with IT for set up of New Hire workstations.
• Creating New Hire access cards and welcome swag bags.
• Maintaining admin on & off boarding tracker as it related to office access and internal technology systems.
• Assist Manager with special projects as requested.

Required Education, Professional & Technical Experience

• At least 3 years of administrative or other relevant experience
• Proficiency in Microsoft Office is required; experience with any CRM, portfolio management and document management software is a plus.
• Flexible when priorities shift, resourceful and able to work autonomously
• Continuously exhibit personal integrity and professional initiative.
• Reliable, follows through on commitments, does not shrink from new challenges.
• Detail oriented with a high level of accuracy and a passion for organization
• Demonstrates a commitment to accuracy by delivering high quality work.
• Proven prioritization and time management skills
• Thoughtful ability to establish rapport and build relationships.
• Exceptional communication in a public setting with notable writing and presentation skills.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem‑solving skills.
• Innovative, curious, and enthusiastic.
• Detail‑oriented with a high level of accuracy and organization.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.
• This role may travel up to 5% of the time for training and or business/events.
• This role is 4 days in the office and one day hybrid (work from home).

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able…