Fiducient Advisors · 12 hours ago
Office Coordinator
Chicago, IL
Full-time
Hybrid
Mid Level
$56K/yr - $68K/yr
3+ years expFiducient Advisors is part of Wealthspire, a leading wealth management firm. They are seeking an Office Coordinator responsible for creating a positive first impression and driving efficiencies in client, employee, and operational service excellence.
AdviceFinancial ServicesHealth CareProfessional Services
Responsibilities
Answer incoming calls and properly direct calls to the most appropriate team members
Greet clients and visitors to the office (ensuring they have a positive first impression); offer refreshments; determine the most appropriate team member to direct them to as needed
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 meetings – set up and take down followed by cleaning
Open incoming mail and direct to appropriate parties and process outgoing mail
Assist with organizing client and company functions as needed
Assist with office shifts 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 POC for all external vendors/vendor relations
Collaborate with IT for set up of New Hire workstations
Creating New Hire access cards and welcome swag bags
Maintaining admin on & off boarding tracker as it related to office access and internal technology systems
Assist Manager with special projects as requested
Qualification
Required
At least 3 years of administrative or other relevant experience
Proficiency in Microsoft Office is required
Flexible when priorities shift, resourceful and able to work autonomously
Continuously exhibits personal integrity and professional initiative
Reliable, follows through on commitments, does not shrink from new challenges
Detail oriented with a high level of accuracy and a passion for organization
Demonstrates a commitment to accuracy by delivering high quality work
Proven prioritization and time management skills
Thoughtful ability to establish rapport and build relationships
Exceptional communication in a public setting with notable writing and presentation skills
Adaptability when priorities shift and able to work independently
Sound judgment and problem-solving skills
Innovative, curious, and enthusiastic
Detail-oriented with a high level of accuracy and organization
Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging
Passionate about working in an organization that values and promotes inclusion and belonging
Must be able to remain in a stationary position for up to 8 hours
Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
The ability to communicate information and ideas so others will understand
Must be able to exchange accurate information
The person in this position may at times need to move throughout the building to access different areas
Ability to move equipment weighing up to 25 pounds
Preferred
College degree (preferred)
Experience with any CRM, portfolio management and document management software is a plus
Benefits
Generous PTO with optional rollover
Personal/Sick Time
10 Holidays with additional half days off for specific holidays throughout the year
Summer Perks
Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
Employer Paid Parental, Personal and Family leaves.
Professional Development Day for eligible exams
Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
KindBody – Family & Fertility Assistance
Wellness Reimbursement Program
Professional Development Designation reimbursement
Employee Referral Program
Employee Resource Groups, Mentorship Program & New Hire Cohort
401K Plan with company match
Cell Phone Reimbursement Program
Company
Fiducient Advisors
Fiducient Advisors specializes in retirement planning, healthcare, investment strategies, business consultation, and advisory services.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2025-09-03Acquired
Leadership Team
Sabrina Bailey
Chief Executive Officer
Bob DiMeo
Chairman & Co-Founder
Recent News
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