Office Coordinator at NFP in Salisbury, MD

Who We Are:
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $29B in AUM. We have more than 300 employees serving clients from 24 offices in 13 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.

We’re part of NFP, an Aon company, who is a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

Position Summary: This Specialist works in an environment that is centered on teamwork and demonstrates our core values – “Passion for the client”, Own it” and “I have your back”. The primary responsibility for this role is scheduling client meetings, answering incoming calls and providing critical administrative support to the office.

Responsibilities:

Front Desk

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.
Works with Advisor teams and CRM to proactively schedule calls/meetings
Coordinates any breakfast/lunch/dinner plans and reservations for client meetings as applicable.
Office equipment maintenance, office supply ordering, inventory maintenance and supply room organization
Liaison to building management and NFP for facilities issues
New employee onboarding assistance as needed
Office and event coordination
Liaison with corporate marketing for events and community involvement
Mass Mailings; such as Quarterly Performance Reports, holiday and birthday cards, new Client thank you letters and gifts
Prepare and Submit Expense Reports
Blotter all incoming checks; deposit all mailed checks directly at the custodian
Scanning, faxing, mailing for the office
Receive mail/UPS/faxes
Process all outgoing UPS shipments and monitor/track returning UPS shipments

Clients

CRM – initiate tasks in CRM for all client paperwork
Use SharePoint to electronically file paperwork, and email to appropriate team member for processing, supported by CRM task
CRM maintenance – tracks all meetings and uploads all related notes; either performs or assigns noted tasks to team members as appropriate.
Updates CRM with lead, opportunity, and relationship information
Makes client updates as applicable across applicable systems, i.e. address/email/phone
Client birthday and holiday communications
Provide login assistance to clients.
Provide administrative support for clients, Advisor and CSA teams for scanning, digital filing, printing, shredding and typing

Qualifications:

Associates degree preferred
Minimum two years of relevant work experience
Numerical accuracy and attention to detail a must
Ability to prioritize tasks and work in a team environment
Professional appearance and manner
Strong written and verbal communication skills
Experience with Salesforce CRM preferred
Proficiency in Microsoft Office is required; experience with any CRM, portfolio management and document management software is a plus.

What We Offer:
We're 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 to $45,000. 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.