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.
For more information, visit www.wealthspire.com and www.fiducientadvisors.com.
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.
- Provide office support: order food/supplies; restock supplies; accept deliveries, etc.
- 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
- College degree (preferred).
- 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 exhibits 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
Essential Traits
- 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.
Work Environment & Travel Requirements
- 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 to exchange accurate information.
- The person in this position may at times need to move throughout the building to access different areas.
- Ability to move equipment weighing up to 25 pounds.
- Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.
What We Offer (Summary Highlights)
A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.
The base salary range for this position is $56,000-$68,000. 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.
Paid Time Off
- Generous PTO with optional rollover
- Personal/Sick Time
- 10 Holidays with additional half days off for specific holidays throughout the year
- Summer Perks
- Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
- Employer Paid Parental, Personal and Family leaves.
- Professional Development Day for eligible exams
Work Life Convenience Benefits
- Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
- KindBody – Family & Fertility Assistance
- Wellness Reimbursement Program
- Professional Development Designation reimbursement
- Employee Referral Program
- Employee Resource Groups, Mentorship Program & New Hire Cohort
- 401K Plan with company match
- Cell Phone Reimbursement Program
Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
