We are looking for an Office Coordinator to support daily administrative operations for a financial services office. This position plays a central role in creating a welcoming front-office experience, guiding incoming client inquiries, and keeping records and office materials organized. 

Core Duties

Provide day to day administrative support to office and operations teams
Manage incoming calls, emails, mail, and general office correspondence
Prepare spreadsheets, reports, presentations, and other business documents
Maintain accurate files, records, and documentation
Coordinate meetings, schedules, and internal communications
Welcome clients and guests upon arrival, direct them to the appropriate meeting space, and provide refreshments to create a welcoming and comfortable office experience
Respond to incoming phone calls and other initial inquiries from current and prospective clients, gathering key details to understand the purpose of each contact
Connect each inquiry with the appropriate team member to ensure timely and accurate follow up
Sort, review, and distribute incoming mail while maintaining organized physical records and correspondence
Scan and upload documents into the correct electronic client files and keep paper files accurate and up to date
Maintain invoice filing and support day-to-day document organization across the office