Office Coordinator

Aon
United States
Workplace: OnsiteFull timeUSD 51,000 - 61,000 annuallyFunction: Administration & Executive AssistanceExperience: 2+ yearsEducation: bachelorsSkills: ["Attention to detail","Numerical accuracy","Organizational skills","Prioritization","Written and verbal communication"]

Coordinate day-to-day office and client support for a wealth management team. Meet and greet clients, manage phones and calendars, schedule meetings, and handle mail, deliveries, and office supplies. Support advisors with ad-hoc tasks like gifts, report/invoice printing, and CRM/document folder setup. Assist with meeting setup, troubleshooting basic technology needs, and occasional client/marketing events under a regional lead.

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FursaFursa
Aon
Aon
2 days ago

Office Coordinator

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Last checked: 14 hours agoStatus: Live

Job Summary

Coordinate day-to-day office and client support for a wealth management team. Meet and greet clients, manage phones and calendars, schedule meetings, and handle mail, deliveries, and office supplies. Support advisors with ad-hoc tasks like gifts, report/invoice printing, and CRM/document folder setup. Assist with meeting setup, troubleshooting basic technology needs, and occasional client/marketing events under a regional lead.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Meet and greet clients and prospects and answer phones.
  • •Manage the company calendar and schedule client and internal meetings.
  • •Set up and break down meeting rooms; order office and kitchen supplies and manage the supply room.
  • •Send advisor-requested ad-hoc client gifts; manage incoming mail and deliveries.
  • •Assist with printing quarterly client reports and invoices and help set up new CRM records and document folders.

Pay and Benefits

Salary: USD 51,000 - 61,000 annually
Perks:Paid Leave401k

Key Requirements

  • •Bachelor’s degree preferred.
  • •At least two years of relevant work experience.
  • •Strong attention to detail and numerical accuracy.
  • •Ability to prioritize tasks and work effectively in a team environment.
  • •Professional appearance and strong written and verbal communication skills.
Experience:2+ years
Education:Bachelor's
Skills:Attention to detailNumerical accuracyOrganizational skillsPrioritizationWritten and verbal communication
Tech Stack:SalesforceBoxCalendlyMicrosoft OfficeCRMDocument Management Systems

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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