Office Administrator

About the Role

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.

What You’ll Be Doing

You’ll be the "hub" of our office, supporting our Client Services and Marketing teams while ensuring our day-to-day operations run smoothly. Your typical day might include:

• Hospitality: Greeting clients with a smile, maintaining our welcoming coffee bar, and making sure our office environment feels professional and inviting.
• Communication: Being the friendly voice on the phone, gauging client needs, and helping them get to the right team member.
• Calendar Mastery: Scheduling client meetings using Calendly and Outlook to ensure a seamless experience for our clients.
• Client Support: Assisting with meeting prep (agendas and reports), handling check deposits, and coordinating with outside professionals, like CPAs and attorneys.
• General Administration: Managing daily mail (incoming and outgoing), handling postage systems, and ensuring digital files are meticulously organized.
• Creative Assist: Helping our Marketing Director with client events and "client experience" campaigns that make our partners feel special.
• Office Stewardship: Maintaining our supply inventory, ordering equipment, and ensuring the office remains tidy and "client-ready" at all times.

Who You Are

• A People Person: You establish rapport easily and have a polished, professional, and welcoming demeanor.
• Dedicated & Detailed: You take pride in your work, from every administrative task to the biggest client event.
• A Master of Variety: You can shift tasks effortlessly without losing your focus or your positive attitude.
• Tech-Savvy: You enjoy learning new systems and aren't afraid to troubleshoot a printer or a software glitch.
• Coachable & Growth-Minded: You value clear communication and see feedback as a tool for excellence and enjoy working in an environment where we constantly refine our processes to better serve our clients.

Experience & Skills

• Bachelor’s degree (or equivalent experience).
• 2+ years in office operations (preferred, but we value the right attitude!).
• Experience with Microsoft office suite, web based programs, and office equipment.
• Strong written and verbal communication skills.
• Financial, legal, or banking experience is a plus, as is being a Certified Notary.
• Love of puns and fun most days, also a plus.

Why Pathfinder?

We are an established, fast-growing wealth management firm that truly cares about our team. We offer a blend of teamwork, self-directed tasks, and the opportunity to develop new skills in a supportive environment.

Ready to apply? Please send your resume and a cover letter to careers@pathfinderwc.com.