Add your latest resume to match with open positions.

3 results for Workplace Coordinator in Charlotte, NC

Office Svcs Sr Coordinator

Charlotte, NC
onsite
Temporary
22.00 - 24.00 USD / Hourly
Responsibilities:• Monitor the front desk and oversee visitor check-ins to ensure compliance with security protocols.• Manage visitor flow and provide assistance to guests entering the office.• Conduct regular walkthroughs to ensure the workspace remains organized and tidy.• Prepare and set up meeting rooms as required for team gatherings and events.• Validate parking for visitors and handle related administrative tasks.• Oversee the invoice management system, including processing and tracking invoices.• Maintain office supplies inventory, including ordering coffee and other necessities.• Perform general administrative duties to support the team effectively.• Utilize Microsoft Office tools such as Excel, Word, and PowerPoint for various tasks.
2026-03-18T17:44:02Z

Executive Assistant

Charlotte, NC
onsite
Permanent
90000.00 - 110000.00 USD / Yearly
A well‑established and growing private investment firm is seeking an experienced Office Executive Administrator to join a collaborative small administrative team. This role is ideal for someone who thrives in a fast‑paced environment, enjoys supporting multiple leaders as part of a team (not 1:1 support), and is highly skilled in complex travel coordination. This position requires someone who can keep up with heavy volume, shifting priorities, and a high‑energy office. The RoleAs part of a centralized administrative team, this individual will support a group of senior professionals while also contributing to broader office operations. The team works collectively, sharing responsibilities and stepping in wherever needed. Key Responsibilities<ul><li>Coordinate heavy, complex domestic and international travel, including:</li><li>Booking flights, hotels, ground transportation</li><li>Monitoring travel changes and proactively resolving issues</li><li>Managing related expenses and reporting</li><li>Manage and maintain multiple executive calendars with frequent changes</li><li>Coordinate internal meetings, offsite meetings, and group travel</li><li>Interface professionally with external executives, vendors, and partners</li><li>Assist with general office operations and shared responsibilities</li><li>Handle select personal scheduling or travel support for senior leaders</li><li>Support long‑term projects and develop ownership of specific functional areas over time</li><li>Maintain strict confidentiality and exercise strong discretion</li><li>Proactively offer help and anticipate needs across the team</li></ul>
2026-04-16T00:53:43Z

Junior Associate

Charlotte, NC
remote
Permanent
60000.00 - 70000.00 USD / Yearly
About the OpportunityWe are partnering with a boutique, fee‑based financial advisory practice that manages just under $100M in client assets across approximately 110 households. The firm takes a highly personalized, education‑driven approach to financial planning and investment management, serving a client base that includes government employees, healthcare professionals, and public‑sector workers — groups often underserved by traditional advisory models.This is an excellent opportunity for someone early in their financial services career who is eager to learn, deeply values compliance and ethics, and wants hands‑on exposure to portfolio management and planning. The RoleThe Junior Associate / Paraplanner will directly support a highly experienced Senior Financial Advisor by assisting with the investment and portfolio management function, research, client preparation, and operational follow‑through. This position is designed to grow over time, including firm sponsorship for FINRA licensing (Series 6 or Series 7) once foundational competencies are demonstrated.This is not a sales role — it is analytical, compliance‑focused, and client‑centric. Key ResponsibilitiesInvestment & Portfolio Support<ul><li>Assist with routine trading and portfolio rebalancing in accordance with established asset allocation models</li><li>Research mutual funds and investment options using advisor‑defined criteria</li><li>Evaluate portfolios for:</li><li>Allocation drift</li><li>Excess cash positions</li><li>Investments no longer meeting quality standards</li><li>Flag potential issues and consult with the Senior Advisor when something appears “off”</li></ul>Financial Planning & Analysis<ul><li>Support financial modeling and planning efforts using planning software</li><li>Assess opportunities to further integrate planning tools into client relationships</li><li>Help maintain consistency between investment strategy and client objectives</li></ul>Operations, Compliance & Client Interaction<ul><li>Participate in client meetings (in person or by phone) when appropriate</li><li>Develop a strong working knowledge of compliance standards in a regulated advisory environment</li><li>Ensure strict adherence to authorization and verification rules, especially regarding money movement</li><li>Assist with documentation, record‑keeping, and workflow tracking within the CRM</li><li>Be cross‑trained to support basic account administration when needed</li></ul>Practice & Client Engagement Support<ul><li>Assist with the firm’s annual maintenance and client‑engagement calendar, including:</li><li>Beneficiary audits</li><li>Tax‑season document coordination</li><li>Distribution tracking (RMDs)</li><li>Periodic account reviews</li><li>Support client communications, mailings, and special initiatives throughout the year</li><li>Help coordinate educational events, workshops, or client appreciation activities as the role evolves</li></ul>
2026-04-15T16:48:45Z