Essential Duties and Responsibilities:

• Serve as the backup point of contact for clients, prospects, and guests, ensuring a warm, professional, and responsive experience.
• Coordinate meetings, calls, and calendar logistics between clients and Advisors using Outlook and CRM.
• Manage reservations and event logistics for client-facing lunches, dinners, or in-office meetings as needed.
• Maintain accurate and timely CRM records by tracking client meetings, uploading notes, and assigning follow-ups to team members.
• Update and maintain client contact details, relationship information, and key data points across internal systems.
• Prepare and send client-facing communications including birthday greetings, holiday messages, and onboarding materials.
• Provide general assistance to clients with login access and technology navigation when needed.
• Support Advisors and CSAs with administrative tasks including scanning, digital filing, shredding, printing, and document organization.
• Deposit all incoming client checks directly with custodians, following internal protocols for logging and hand-off.
• Co-manage all incoming and outgoing mail and deliveries, ensuring timely sorting, routing, and follow-up with the appropriate team members.

Other Activities:

• Assist with cross-office initiatives and special projects (process documentation, light research, data clean-up).
• Help plan and execute client-facing and internal events (occasional early/after-hours support with advance notice).
• Coordinate onsite vendor visits (e.g., facilities, IT field services) and track follow-ups.
• Identify opportunities to streamline office workflows; propose and implement approved improvements.
• Serve as a go-to resource for ad hoc needs that support office operations and client service.

Systems:

• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Proficient with Client Relationship Management (CRM) tools – Salesforce preferred.
• Comfortable using digital collaboration and document platforms (e.g., Salesforce, SharePoint, Calendly).
• Familiarity with workflow tools (Smartsheet, Power Automate) and document routing processes (DocuSign, Powerforms) is a plus.

Qualifications & Skills:

Required

• 1-2 years of administrative, office coordination, or client service experience.
• Exceptional organization and attention to detail; able to manage multiple priorities.
• Strong written and verbal communication; polished, professional presence.
• Demonstrated discretion and confidentiality with client and firm information.
  
  

Preferred

• Bachelor’s degree or equivalent experience.
• Experience in financial services or professional services environments.
• Familiarity with Salesforce and basic reporting in Excel.

Career Path:

Growth opportunities may include Client Services, Operations, Project Coordination/Management, or other firm functions based on performance, interest, and business needs.

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.

Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base compensation range for this position will be $57,000-$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.

Wealthspire is an inclusive Equal Employment Opportunity employer.