Office Coordinator

Are you a motivated, detail-oriented individual with a positive attitude, looking for an entry-level role that could lead to a rewarding career in Wealth Management?

 If so, we need you! True North Advisors is currently hiring an Office Coordinator/Receptionist. True North is an Independent RIA that serves the wealth management needs of high net worth individuals and institutional clients.

This role is the smiling face at the front desk who greets visitors when they arrive, answers incoming calls, and provides supplies, information, and administrative support to the broader team so we can provide the best possible service for our clients. This role also provides assistance with client and team event planning and other marketing-related tasks. 

Responsibilities include:

• Answer phones and manage phone system
• Greet clients/guests and get them set up in conference rooms
• Open/close office each day (following a daily checklist)
• Manage the conference room scheduling throughout the day
• Keep conference rooms, work room and break rooms organized and clean
• Order in-office lunches and setup lunch service, according to protocols
• Schedule and confirm meetings for advisors, as requested
• Order office supplies and refreshments, and manage spending per the budget in these areas
• Schedule repairs/maintenance for the office space, when necessary
• Serve as main point of contact for vendors who provide office services, as well as the building management
• Assist with client and employee events planning
• Send client gifts, per the gift request forms submitted, and log gifts in Compliance 11 program
• Order printed materials (business cards, letterhead, cards, etc.)
• Other opportunities to support the office as needed
• Must consent to and have favorable credit report and background check

Required Education & Experience:

• Bachelor’s degree in business or related field is preferred
• Two years of relevant experience is required
• Strong Outlook, PowerPoint, Word and Excel skills
• Ability to maintain extreme confidentiality when dealing with client matters
• Ability to exude the True North Values!

Benefits & Perks: 

• Competitive Base and Bonus, based on successful execution of firm goals and individual performance metrics
• Generous PTO
• 401(k) with employer contribution
• Volunteer Days Off
• Telecommuting opportunities
• Medical, dental, vision, life, and long-term disability coverage
• Employee-only premiums for medical, life, and long-term disability insurance are covered 100% by the employer
• Employer contribution of $2,000/year into individual Health Savings Account (HSA), for employees enrolled in our medical plan
• Free Financial Planning services for employees and their spouses
• Fun and energetic work environment! 

Background:

True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest.

 We seek to provide peace of mind to our clients and their families. Managing an individual’s wealth is more than just dollars and cents. At True North, our Wealth Advisors work collaboratively with our Wealth Planning team using every lens to create comprehensive wealth plans. We offer innovative planning to provide perspective, opportunity, and fulfillment in every area of our clients’ lives. We were early adopters in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy. We exercise financial discipline, ensuring our client’s personal goals are met.

 Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today.

 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.