Office Administrator

Pathfinder Wealth Consulting•Wilmington, NC

1d•Onsite

About The Position

At Pathfinder Wealth Consulting, we believe that a great financial plan starts with a great relationship. We are looking for an Office Administrator (OA) who loves making people feel at home. As the face of our Wilmington office, you’ll be the first person our clients, prospects, and partners see. This is a dynamic role for a quick-thinking team player who thrives on variety. If you’re organized, energetic, and looking for a company that values both hard work and work-life balance, we’d love to meet you.

Requirements

Experience with Microsoft office suite, web based programs, and office equipment.
Strong written and verbal communication skills.

Nice To Haves

Bachelor’s degree (or equivalent experience).
2+ years in office operations (preferred, but we value the right attitude!).
Financial, legal, or banking experience is a plus, as is being a Certified Notary.
Love of puns and fun most days, also a plus.

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.