Pathfinder Wealth Consulting · 12 hours ago
Office Administrator
Wilmington, NC
Full-time
Onsite
Entry Level
2+ years expPathfinder Wealth Consulting is an established, fast-growing wealth management firm that values teamwork and work-life balance. They are seeking an Office Administrator who will be the face of their Wilmington office, supporting client services and marketing teams while ensuring smooth day-to-day operations.
Financial ServicesImpact InvestingRisk Management
Responsibilities
Greeting clients with a smile, maintaining our welcoming coffee bar, and making sure our office environment feels professional and inviting
Being the friendly voice on the phone, gauging client needs, and helping them get to the right team member
Scheduling client meetings using Calendly and Outlook to ensure a seamless experience for our clients
Assisting with meeting prep (agendas and reports), handling check deposits, and coordinating with outside professionals, like CPAs and attorneys
Managing daily mail (incoming and outgoing), handling postage systems, and ensuring digital files are meticulously organized
Helping our Marketing Director with client events and "client experience" campaigns that make our partners feel special
Maintaining our supply inventory, ordering equipment, and ensuring the office remains tidy and "client-ready" at all times
Qualification
Required
Bachelor's degree (or equivalent experience)
2+ years in office operations (preferred, but we value the right attitude!)
Experience with Microsoft office suite, web based programs, and office equipment
Strong written and verbal communication skills
Preferred
Financial, legal, or banking experience is a plus, as is being a Certified Notary
Love of puns and fun most days, also a plus
Company
Pathfinder Wealth Consulting
Pathfinder Wealth Consulting provides tax, risk management, insurance, investment, and financial planning services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christopher Walsh, CFP®
Partner & Wealth Advisor
John Zachary, CFP®, CRC®
Partner & Wealth Advisor
Recent News
2025-10-20
2025-07-01
Company data provided by crunchbase