Office Administrator, National Financial Partners Corporation, Potomac, MD
National Financial Partners Corporation -
Potomac, MD,
US
Office Administrator
Date Posted: 2024-06-13
Job description
Who We Are Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20 B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com. ESSENTIAL DUTIES & RESPONSIBILITIES Client and Visitor Hospitality: Manage reception area and create a welcome experience for office visitors, including hospitalities, parking, office tours, etc. Maintain professionalism through appearance and client and visitor interactions. Coordinate ordering, delivery, presentation, and clean-up of cat...Office Administrator, Administrator, Staff, Wealth, Diversity, Business Services, Office