Office Coordinator/Receptionist

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Colony is an independent, multi-family office and trust company providing fully integrated wealth planning, investment management and fiduciary services to families with significant wealth. Colony represents over 30 multi-generational families across the U.S. with over $2 billion in assets under management. At our core, we are passionate about solving complex problems and helping clients determine the impact they want their wealth to have on their family and their community. Colony’s mission is to provide our client families with financial peace of mind.

This role is responsible for conducting a full range of operational functions in maintaining the efficiency and administration of serving our ultra-high net worth families.

Responsibilities include, but are not limited to:
• Greets clients, visitors, and guests; determines the purpose of each person’s visit and directs or escorts him or her to the appropriate location
• Answers, screens, and directs phone calls to team; takes messages and schedules appointments
• Receives and maintains record of correspondence, documents, packages, and courier deliveries and scans, delivers and distributes items in line with company policy and procedures
• Performs administrative and clerical support tasks
• Performs filing and recordkeeping
• Maintain office supplies and upkeep of community office equipment (breakroom, calling tech support when needed)
• Schedules meetings and coordinates supporting enhancements; catering, book rooms, taxis, and couriers
• Keeps a safe and clean reception, storage, and breakroom area by complying with procedures, rules, and regulations
• Obtains Notary Public license for firm and client needs
• Provides excellent customer service
• Other duties as assigned

Preferred skills and/or experience:
• Minimum 3-4 years of experience required in operations, at least 1 year of experience with high net worth or ultra-high net worth clientele
• Four-year degree
• Superior communication skills
• Strong critical thinking and problem-solving skills
• Excellent verbal and written communication skills
• Advanced knowledge of Microsoft Office
• Experience with Addepar, Salentica CRM, ShareFile and/or Document Logistix considered a plus

• Competitive salary and bonus opportunity
• 3% annual contribution to 401(k) plus profit sharing contribution
• Significant firm subsidy for employee and family health, dental and vision insurance coverage
• Firm provided life and long-term disability insurance coverage

The ideal candidate will also be proactive, thorough, detail-oriented, and organized. As important, candidates must have experience developing and maintaining positive relationships with coworkers, clients, and business partners. Position available in Charlotte, NC.


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