Office Coordinator

NFP Corp • West Hartford, CT

2d • $55,000 - $65,000 • Onsite

About The Position

The Office Coordinator plays an integral role in fostering a welcoming, well-organized, and collaborative workplace while embodying our core values: “Passion for the Client,” “Own It,” and “I Have Your Back.” This position delivers essential administrative and operational support by coordinating client meetings, managing incoming calls and office supplies, and ensuring conference rooms are consistently maintained and prepared to support a professional meeting experience.

Requirements

• Minimum of two years of relevant administrative or office support experience.
• Strong attention to detail and a high level of numerical accuracy.
• Ability to prioritize multiple tasks, meet deadlines, and collaborate effectively in a team environment.
• Professional demeanor and strong customer service orientation.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office required.

Nice To Haves

• Bachelor’s degree preferred.
• Experience with Salesforce or another CRM system preferred; familiarity with portfolio management and document management software is a plus.

Responsibilities

• Coordinate client calls, meetings, reservations, and related logistics in partnership with Advisors and Client Service Associates.
• Maintain accurate CRM records, including meeting notes, follow-up tasks, and client and prospect information.
• Support client communications, login assistance, and general administrative needs.
• Track client paperwork, maintain electronic files in SharePoint, and route documents for processing.
• Record and coordinate the deposit of incoming checks in accordance with established procedures.
• Manage document preparation, filing, mail, faxes, and shipments, ensuring timely processing and delivery.
• Manage the RingCentral phone system, troubleshoot issues, coordinate updates, and ensure backup coverage.
• Oversee office supplies, equipment, shared spaces, and facilities-related needs.
• Support new employee onboarding and maintain a welcoming, well-prepared workplace.
• Coordinate office events, community initiatives, client communications, reports, cards, and gifts.

Benefits

• competitive salary
• PTO & paid holidays
• 401(k) with match

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree