Senior Office Coordinator

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Who We Are

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 , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Summary

This administrative role supports the local office by ensuring smooth daily operations and delivering an exceptional client experience. The Sr. Office Coordinator provides support to Advisors, manages key office functions, and serves as a welcoming, knowledgeable point of contact for clients and guests. Reporting to the Office Lead, this position requires exceptional organizational skills, attention to detail, and a proactive, service-oriented approach to problem-solving. This role is 30 hours per week based out of the Potomac Office.

Key Responsibilities

Client and Visitor Hospitality:

• Manage reception area and create a welcome experience for office visitors, including hospitalities, parking, office tours, etc
• Maintain professionalism through appearance and client and visitor interactions
• Coordinate ordering, delivery, presentation, and clean-up of catering for visitors and staff
• Set-up and break-down meeting rooms for client and internal meetings
• Route incoming calls, mail communications, and deliveries
• Coordinate monthly birthday gifts for clients and staff, annual holiday gifts for clients, and other ad hoc gifts
  
  
  

Office Environment

Maintain a professional and safe office environment

Keep office equipment and appliances clean and in working order. Manage coordination of repairs and/or replacement of same, as necessary

Liaise with building management and provide updates to staff as needed

Manage the purchasing function and ensure inventories of office supplies, equipment and services, including but not limited to the following:

• Office and kitchen supplies
• Mailing and shipping supplies
• Parking passes
• Coordinate with internal support and external vendors for office-wide IT-related issues and equipment
• Manage relationships and coordinate quotes, as appropriate, with vendors, service providers, building management, etc
• Ensure vendor invoices are received and paid on time
• Deposit checks to client accounts
  
  
  

Staff Relations

• Manage office calendar and communications
• Partner with HR to maintain office policies, as requested
• Organize office operations and procedures
• Coordinate limited onboarding and offboarding of employees, in conjunction with HR, IT, Client Ops, Building Management/Parking, etc
• Address employee queries regarding office management, security, maintenance, mailing, shipping, parking, and supplies
• Assist in the planning and execution of staff social and community service events and company events (i.e., in-house or off-site activities, like parties, celebrations and conferences)
  
  
  

Other Staff And Company Support

• Manage and confirm appointments for Managing Directors, as requested
• Manage expense reporting for Managing Directors, as requested
• Handle overall office clerical and administrative duties
• Handle special projects for office or in support of company departments/programs
• Assist team members with scheduling, printing, and general meeting preparation
  
  
  

Qualifications

• College degree (preferred)
• Prior experience in administrative support or office coordination
• Strong written and verbal communication; polished, professional presence
• 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
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams, etc.) and adaptable to learning new systems and technologies
• Reliable, follows through on commitments, embraces new challenges
• Have or be willing to obtain a Maryland notary public commission
  
  
  

What We Offer

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $40,000 –$50,000. 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.