Reception and Facilities Administrator

About the company

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. The firm provides a comprehensive platform that combines 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 in more than 40 offices, Wealthspire delivers insights and solutions backed by deep research, technology, and decades of expertise.

About the role

The Office Coordinator is responsible for creating a positive first impression of the firm for all clients and guests and for supporting the business overall, as required.

Responsibilities

• Greet clients and visitors to the office, ensuring they have a positive first impression.
• Respond to telephone messages, answer inquiries, or direct calls to the most appropriate team members.
• 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 internal and client meetings – set up, take down, and sanitize.
• Open incoming mail and direct to appropriate parties; process outgoing mail.
• Assist with organizing client and company functions as needed.
• Assist with office moves 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 point of contact for all external vendors/vendor relations.
• Collaborate with IT for set up of new‑hire workstations.
• Collaborate with Human Resources.
• Create new‑hire access cards and welcome swag bags.
• Maintain off‑boarding checklist – deactivation of access.
• Perform other duties as and when needed.

Qualifications

• College degree (preferred).
• Excellent verbal and written communication skills.
• Organized, detail‑oriented, and able to manage and prioritize tasks.
• Commitment to accuracy by delivering high‑quality work.
• Collaborative and able to work effectively with others.
• Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
• Reliable, follows through on commitments, embraces new challenges.
• Professional appearance and manner.

Pay

The base salary range for this position is $57,000 – $65,000. The exact salary will be determined by experience, credentials, education, certifications, skill level, scope of the position, and geographic location. In addition to the base salary, the position may be eligible for performance‑based incentives.

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Inclusive Equal Employment Opportunity employer