Receptionist/Office Services Coordinator

Wilshire Advisors LLC

Receptionist/Office Services Coordinator

Santa Monica, CA
Full Time
Paid
  • Responsibilities

    Job Description

    The Office Services Coordinator is responsible for ensuring smooth daily operations in front desk management, guest services, office administration, event planning, and vendor relationships. This role serves as the primary point of contact for visitors, vendors, and internal teams, delivering excellent service and maintaining an organized, welcoming environment. This is an on-site role based in the Santa Monica office. The schedule is Monday–Friday, 8:00 AM–5:00 PM (inclusive of a lunch break).

    What You'll Do:

    Front Desk & Guest Services

    • Manage main phone line:
      • Answer calls
      • Transfer to voicemail
      • Verify email addresses
    • Coordinate guest access through Symmetry
    • Communicate with employees for in-person or virtual attendance
    • Greet guests:
      • Assist with sign-in
      • Offer beverages
      • Provide Wi-Fi access
      • Assist with luggage storage
      • Parking validation upon arrival and departure
    • Serve as the face of Wilshire by being positive, friendly, and professional

    Start of the day

    • Preparing breakfast and snack stations
    • Start the coffee machines
    • Maintaining cleanliness
    • Unload the dishwasher
    • Load dirty cups left after hours

    Mail & Package Management

    • Collect and sort mail as needed
      • Log packages
      • Notify recipients
      • Maintain compliance documentation for gifts
    • Scan and upload the package and guest logs to SharePoint
    • Handle FedEx shipping and label creation

    Meeting & Event Support

    • Book and prepare conference rooms
      • Set up the boardroom for major meetings with refreshments
    • Communicate with meeting organizers to address special requests and resolve technical issues
    • In coordination with HR, plan and host Santa Monica office events
      • Holiday parties
      • Team activities
      • Happy hours
      • Food drives
      • Other events

    Vendor & Food Coordination

    • Coordinate vendor access and compliance (Certificate of Insurance)

    • Serve as the primary vendor contact

    • Guide vendors onsite and update relevant stakeholders

    • Manage pantry restocking and vending machine service

    • Ensure proper presentation and timely communication

    • Upload receipts to SharePoint and compile a monthly PDF for finance submission

    Office Administration

    • Serve as the primary contact for office announcements and administrative inquiries
      • Santa Monica
    • Manage business card orders
      • Proofing
      • Invoicing
      • Maintain a reorder spreadsheet
    • Coordinate swag and merchandise with vendors and prepare pricing presentations
    • Submit PO requests
    • Notify building security of special events
    • Submit maintenance requests

    Office Maintenance & Supplies

    • Maintain pantry and beverage inventory; restock kitchen and boardroom
    • Organize office spaces
    • Manage air purifier filter replacements
    • Unbox snack shipments and keep the pantry organized
    • Overseeing cleanliness, safety, and maintenance of the front desk, lobby, common spaces, and conference rooms

    Transportation Coordination

    • Serve as Employee Transportation Coordinator
      • Collaborate with consultants for yearly city reporting

    Technology & Security

    • Coordinate Miles IT on-site tech support for conference room equipment
    • Assist Miles IT, when needed, with laptop setups
    • Prepare laptops for shipment
    • Manage access badges, as needed
      • Santa Monica
      • Create new suite badges
      • Request new building badges
    • Request new parking badges

    Parking & Validations

    • Manage monthly parking agreements
    • Track and purchase validations for local structures

    Recruitment Support

    • Ship the welcome merchandise to new hires
    • Assist with interview scheduling
    • Assist with new hire meeting scheduling
    • Support internship program candidate screening and gift purchases

    End-of-Day Closing

    • Clean the kitchen
    • Restock supplies
    • Run the coffee machine cleaning cycle
    • Start the dishwasher
    • Reload the snack baskets

    Other

    • Other duties as assigned
  • Qualifications

    Qualifications

    • Strong organizational and multitasking skills
    • Excellent communication and interpersonal abilities
    • Excellent verbal and written communication skills
    • Proficiency in Microsoft Office Suite and SharePoint
    • Experience in event planning and vendor coordination preferred
    • 1+ year of previous experience as a receptionist in a professional environment
    • Financial services industry experience is a plus
    • Ability to be punctual and maintain a satisfactory attendance record
    • Excellent organizational skills; detail-oriented with the ability to work under pressure
    • Ability to multitask and handle multiple incoming calls and guest check-ins
    • Ability to maintain confidentiality and handle sensitive information
    • Comfortable interacting with high-level business individuals

    Additional Information

    • This position will work on-site out of our Santa Monica office
    • We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more.

    The pay range for this position is $26-$29/hour. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment.

    Visit www.wilshire.com for additional company information.

    Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions.

    We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive.

    If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or 310-584-6011.