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RTD Financial AdvisorsRIA · Philadelphia, PA

Office Coordinator

  • Remote
$45K–$60Ka year · pay range posted by RTD Financial Advisors

Posted November 12, 2026Verified live today on RTD Financial Advisors’ careers site

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About the role

Role
Finance, HR and administration
Seniority
Associate
Type
Full-time

Position Summary:

The Office Coordinator role is a position that involves managing various aspects of our office environment including communication, organization, and administration. This important role also provides direct service and support to clients and internal teams. The Office Coordinator spends the majority of time delighting clients when answering inbound calls, scheduling client meetings and greeting clients and visitors to the office.

Essential Job Functions:

· Welcome inbound calls and transfer to appropriate person(s)

· Schedule client meetings

· Prepare the meeting environment for the best experience

· Manage the building’s Visitor System to ensure secure and seamless entry to our office

· Welcome clients, vendors, and visitors

· Assist with coordinating office events (luncheons, celebrations, client advisory board meetings, etc.)

· Coordinate cards/gifts for client milestones/special events

· Engage with various mailing services (USPS, UPS, etc.)

· Distribute/scan incoming mail

· Drop off any outgoing mail in the building mail center

· Manage and monitor supply inventory

· Coordinate building maintenance as needed

· Communicate building announcements

· Manage building for employee key cards

· Manage receptionist back up service when needed

· Update daily announcements

· Assist with various projects as needed


Knowledge, Skills, and Abilities:

· BS degree or 3+ years of administrative experience required

· Reliable with patience and professionalism

· Possess a high level of attention to detail

· Must possess excellent oral and verbal communication skills

· High level organization and time management skills

· Team-oriented - able to collaborate with colleagues professionally

· Adaptable to new organizational structure, procedures, and technology


Salary:

The salary range for this position is $45,000 - $60,000 annually. Candidates entering the role with foundational qualifications will typically start at the lower end of the range, with opportunities to grow as they develop in the position.


Equal Employment Opportunity

RTD Financial is committed to a policy of Equal Employment Opportunity, and we will not discriminate against an applicant or employee on the basis of age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

RTD’s diversity initiatives are applicable to our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions, transferring, layoffs, terminations, social and recreational programs; and the ongoing development of a work environment built on the premise of gender and diversity equity.

Posted on RTD Financial Advisors’ careers site and shown here in full, as the firm wrote it. Open the original posting

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