Office Coordinator

This isn’t a “sit quietly and answer emails” kind of job. We’re looking for a bright, enthusiastic, career-minded professional who takes pride in being the heartbeat of the office — the person who makes everything run smoothly and makes everyone feel welcome the moment they walk through the door.

If you love being organized, thrive in a fast-paced environment, and genuinely enjoy helping people, keep reading.

What You’ll Do

∙Be the first voice clients and prospects hear — answer and direct incoming calls with warmth, professionalism, and confidence

∙Welcome guests to the office, offer beverages, and ensure every visitor feels like a priority

∙Draft and type professional correspondence, letters, and communications on behalf of the team

∙Manage calendars, schedule conference room bookings, and coordinate Zoom links and meeting invites

∙Follow up on outstanding receivables and assist with basic billing and administrative tracking

∙Coordinate travel arrangements for advisors and leadership

∙Facilitate and support group meetings — from setup to follow-up

∙Anticipate needs before they’re asked and bring a “how can I help?” mindset to everything you do

What We’re Looking For

∙Positive, high-energy, and genuinely enthusiastic about being part of a team

∙Exceptionally organized with strong attention to detail

∙Professional written and verbal communication skills

∙Comfortable with Microsoft Office, Zoom, and calendar platforms (Google or Outlook)

∙A natural problem-solver who doesn’t wait to be told what to do next

∙Someone who views this as a stepping stone in a real career — not just a paycheck

∙Prior office, customer service, or client-facing experience is a plus, but drive and attitude matter most