3 Jobs in Melville, NY
Wealthspire Advisors is Hiring an Office Coordinator (In Office) Near Melville, NY
Who We AreWealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Summary: Join our dynamic team as an Office Coordinator, where you'll be the welcoming face and the backbone of our office operations. As the primary point of contact for visitors and staff alike, you'll ensure a smooth and efficient running of daily activities. From managing incoming calls and correspondence to overseeing office supplies and facilities, your organizational skills will keep everything on track. If you thrive in a fast-paced environment, excel at multitasking, and enjoy providing exceptional support, this role is perfect for you!
Essential Duties And Responsibilities
- Cultivate a professional and welcoming atmosphere at reception, ensuring a courteous first impression for all incoming visitors, both in person and via phone
- Provide comprehensive office administrative support to the office lead, including meticulous organization of the reception area and meeting rooms to maintain a polished appearance pre- and post-meetings
- Efficiently manage the ordering, distribution, and organization of office and kitchen supplies
- Maintain accurate and up-to-date employee access records for all office locations, overseeing key cards and physical access
- Effectively handle emails, faxes, and mail, organizing and distributing them to the appropriate team members, with a keen focus on managing confidential financial information for clients
- Serve as the point of contact for office management vendors, building management, and business partners
- Take charge of all outgoing mail, including facilitating certified mail processes
- Adhere to a standard work schedule from 8 AM to 5 PM
- Coordinate and ensure the flawless operation of AV equipment for firm-wide Monday meetings and ad-hoc conferences, encompassing Zoom connections, laptop setups, and audio-visual systems.
- Other duties as assigned
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Individual must also have basic Desktop computer skills including but not limited to Microsoft Outlook and Microsoft Word. Individual must have a valid driver license and reliable transportation system. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Demonstrate effective written and oral communication skills, coupled with strong interpersonal abilities
- Exhibit excellent attention to detail, ensuring high accuracy and showcasing superior organizational skills
- Embrace a team-oriented mindset, displaying enthusiasm and reliability
- Thrive in a fast-paced team environment while upholding high standards of quality
- Possess innovative thinking and the ability to adapt quickly to changes
- Proactively work independently, demonstrating self-initiative
- Successfully prioritize and manage competing demands
- Exhibit a "roll up your sleeves" work ethic, showcasing tenacity and a willingness to go the extra mile
- Display resourcefulness, decisiveness, and critical thinking skills
- Salesforce experience is a plus
- Associates Degree
- 0-2 years of experience in a reception, administrative or office management role preferred
- Equal Opportunity:We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status
- Culture Add Over Culture Fit:Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions
- Inclusive Excellence:We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business
What We OfferNFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $40,000 – $65,000. 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.
NFP and You... Better Together!NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
Job Summary
Full Time
$57k-75k (estimate)
06/08/2024
07/20/2024
wealthspire.com
New York, NY
<25
Related Companies
The job skills required for Office Coordinator (In Office) include Administrative Support, Attention to Detail, Organizational Skills, Office Management, Initiative, etc. Having related job skills and expertise will give you an advantage when applying to be an Office Coordinator (In Office). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Office Coordinator (In Office). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Office Coordinator (In Office) positions, which can be used as a reference in future career path planning. As an Office Coordinator (In Office), it can be promoted into senior positions as an Administrative Assistant III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Office Coordinator (In Office). You can explore the career advancement for an Office Coordinator (In Office) below and select your interested title to get hiring information.
If you are interested in becoming an Office Coordinator, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Office Coordinator for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Office Coordinator job description and responsibilities
Office Coordinators perform a number of administrative support and customer service tasks to ensure efficient operation of their office environment.
01/31/2022: Pittsfield, MA
Developed communication skills help office coordinators provide excellent service to customers and support to employees.
01/29/2022: Muskegon, MI
Also known as an office supervisor, the office coordinator ensures that administrative tasks are completed and that employees are supported with supplies or documentation needed.
12/12/2021: High Point, NC
An office coordinator assists the accounting department with monthly reconciliations, keeps track of all office expenditures and maintain monthly rents and service contracts for the office.
12/23/2021: Corpus Christi, TX
Performing daily administrative activities of office operations such as managing filing systems and Updating paperwork.
12/27/2021: New London, CT
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Office Coordinator jobs
When office coordinators accept roles with new employers, they usually receive more training.
02/15/2022: Clearwater, FL
Extremely possess the good listening ability.
02/08/2022: Saint Louis, MO
Always Be Available as a Mentor.
12/09/2021: Killeen, TX
A good office coordinator should be able to delegate work based on the strengths of each team member.
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Step 3: View the best colleges and universities for Office Coordinator.
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