Client Services & Office Coordinator
Listed on 2026-10-07
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Administrative/Clerical
Office Administrator/ Coordinator, Admin Assistant, Clerical, Administrative Management
Wealthspire is seeking an Office Coordinator to join our client service team in San Rafael, CA. This administrative role supports Advisors and is a core part of keeping the office efficient, organized, and welcoming for clients and staff alike.
Responsibilities include greeting clients, answering phones, calendar and meeting logistics, supplying and facilities coordination, preparing client reports, updating CRM records, and providing proactive administrative support.
We are seeking a motivated Client Services & Office Coordinator to join Wealthspire in San Rafael, CA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Services & Office Coordinator role in the description above.
We appreciate your interest in this position.
Join Wealthspire and contribute to our ongoing work.
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