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Office Coordinator

The Position

We are seeking an Office Coordinator for our San Francisco office. This is an administrative position. This individual will be a member of Private Ocean’s client service team and will primarily support the Advisors in all aspects of their work. As such, this person will be an integral part of our team. This position reports directly to the Director of Client Services. This position requires attention to detail, strong organizational skills, and a pro-active attitude. More specifically:

  • Meet and greet clients and prospects
  • Answer phones
  • For those clients who receive paper, print & mail quarterly client reports & invoices
  • Manage incoming mail and deliveries
  • Set up meeting rooms for client meetings
  • Manage the company calendar, scheduling client & internal meetings
  • Responsible for client recognition – birthdays and ad-hoc gifts requested by Advisors
  • Manage the mail and supply room – keeping items stocked and orderly
  • Order office and kitchen supplies
  • Set up all new Junxure Records and Worldox folders

Other Activities

  • Assist with special projects as requested
  • Participate in and assist with client and other events

Systems     

  • Proficient with in-house office systems – Client Relationship Management and Document Management Systems (e.g., Junxure, Worldox)
  • Excellent computer skills with Microsoft Office® Suite

Qualifications

  • Bachelor’s degree preferred
  • At least two years of relevant work experience
  • Numerical accuracy and attention to detail a must
  • Ability to prioritize tasks and work in a team environment
  • Professional appearance and manner
  • Strong written and verbal communication skills

Career Path

  • Through experience and performance may be promoted to other functional areas depending on interest and aptitude

Compensation

Salary commensurate with experience.

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