Office Coordinator
Kendall Capital Management · Washington, District of Columbia, United States
FULL TIMEpermanent
Job Description
Company Description Kendall Capital Management is a fee-only financial wealth management in Rockville, Maryland and was named one of Washingtonian’s 2025 Best Places to Work. The firm is dedicated to delivering the same high-quality guidance typically reserved for ultra high-net-worth individuals to hardworking, financially prudent clients. As personal fiduciaries, the team is committed to acting in clients’ best interests and does not receive commissions for recommending products or specific investments. The firm focuses on tailored financial advice, customized planning, and consistent support to help clients achieve their long-term goals. Kendall Capital’s approach empowers clients to enjoy life on their own terms and experience what it means to live like Middle-Class Millionaires®.
The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.
The RoleAs our Office Coordinator, you’ll be the face of our office and the person who keeps it running smoothly. This role is our front desk. You’ll be the first voice and face our clients encounter, and you’ll support our CEO and advisory team behind the scenes.The right person doesn’t wait to be told what to do. You’ll spot what needs doing and take ownership. We’ll train you on our systems and give you more responsibility as you grow with the firm.
What You’ll DoOffice OperationsKeep the office organized, stocked and client-ready every day.Order office supplies and coordinate with vendors and building management.Process and track bill payments, working with accounting as needed.Serve as the first contact for IT and technology issues, coordinating with our IT provider.
Front Office & ReceptionAnswer and direct incoming calls promptly and professionally as the firm’s first point of contact.Greet clients and guests warmly so every visit feels professional and welcoming.Manage incoming and outgoing mail and packages, coordinating with UPS, USPS and other carriers.
Client & Team SupportProvide administrative support to the CEO, financial planners, portfolio managers and client service associates.Prepare the conference room and materials so each meeting runs smoothly.Manage multiple calendars, balancing priorities and preventing conflicts.Coordinate preparation for client touch points such as webinars or client events.Assist in sending quarterly statements to clients.Handle sensitive and confidential information with complete discretion.
Compliance SupportCollect initial, quarterly and annual employee disclosures.Track completion of required cybersecurity training for all employees.Help keep compliance records organized and up to date.
Initiative & Special ProjectsSuggest improvements to office processes and help put them in place.Support internal projects such as software transitions.Take on new responsibilities as you grow and as the firm’s needs change.
What You BringA bachelor’s degree.At least 1 to 2 years of experience in an office, administrative, reception or customer-facing role.A self-starter who manages your own priorities and follows through without reminders.A polished, warm and professional presence in person and on the phone.Strong organizational and multitasking skills, with close attention to detail.Proficiency with Microsoft Office. Experience with SharePoint is a plus.Excellent written and verbal communication.A strong commitment to confidentiality and ethical standards.A team-first attitude and comfort working in a small, fast-moving firm.
What We OfferPay: Competitive, based on experience.Bonuses: Based on your performance and the firm’s overall success.401(k): 4% match, plus additional Profit-Sharing Plan contributions.Health insurance: 100% of medical and dental premiums paid for employees, and 50% of the cost for spouses and dependents.Professional development: Partial or full support for professional accreditation and continuing education, per firm policy.Ongoing learning: Support for conferences, training and professional association memberships and access to LinkedIn Learning.Perks: Free garage parking and gym access, including a Pilates room, cardio equipment, and locker rooms with showers.Culture: Company milestone trips and celebrations.Growth: Room to grow your role as the firm grows. xzbcwsv
Kendall Capital is an equal opportunity employer.
The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.
The RoleAs our Office Coordinator, you’ll be the face of our office and the person who keeps it running smoothly. This role is our front desk. You’ll be the first voice and face our clients encounter, and you’ll support our CEO and advisory team behind the scenes.The right person doesn’t wait to be told what to do. You’ll spot what needs doing and take ownership. We’ll train you on our systems and give you more responsibility as you grow with the firm.
What You’ll DoOffice OperationsKeep the office organized, stocked and client-ready every day.Order office supplies and coordinate with vendors and building management.Process and track bill payments, working with accounting as needed.Serve as the first contact for IT and technology issues, coordinating with our IT provider.
Front Office & ReceptionAnswer and direct incoming calls promptly and professionally as the firm’s first point of contact.Greet clients and guests warmly so every visit feels professional and welcoming.Manage incoming and outgoing mail and packages, coordinating with UPS, USPS and other carriers.
Client & Team SupportProvide administrative support to the CEO, financial planners, portfolio managers and client service associates.Prepare the conference room and materials so each meeting runs smoothly.Manage multiple calendars, balancing priorities and preventing conflicts.Coordinate preparation for client touch points such as webinars or client events.Assist in sending quarterly statements to clients.Handle sensitive and confidential information with complete discretion.
Compliance SupportCollect initial, quarterly and annual employee disclosures.Track completion of required cybersecurity training for all employees.Help keep compliance records organized and up to date.
Initiative & Special ProjectsSuggest improvements to office processes and help put them in place.Support internal projects such as software transitions.Take on new responsibilities as you grow and as the firm’s needs change.
What You BringA bachelor’s degree.At least 1 to 2 years of experience in an office, administrative, reception or customer-facing role.A self-starter who manages your own priorities and follows through without reminders.A polished, warm and professional presence in person and on the phone.Strong organizational and multitasking skills, with close attention to detail.Proficiency with Microsoft Office. Experience with SharePoint is a plus.Excellent written and verbal communication.A strong commitment to confidentiality and ethical standards.A team-first attitude and comfort working in a small, fast-moving firm.
What We OfferPay: Competitive, based on experience.Bonuses: Based on your performance and the firm’s overall success.401(k): 4% match, plus additional Profit-Sharing Plan contributions.Health insurance: 100% of medical and dental premiums paid for employees, and 50% of the cost for spouses and dependents.Professional development: Partial or full support for professional accreditation and continuing education, per firm policy.Ongoing learning: Support for conferences, training and professional association memberships and access to LinkedIn Learning.Perks: Free garage parking and gym access, including a Pilates room, cardio equipment, and locker rooms with showers.Culture: Company milestone trips and celebrations.Growth: Room to grow your role as the firm grows. xzbcwsv
Kendall Capital is an equal opportunity employer.
Details
| Company | Kendall Capital Management |
| Location | Washington, District of Columbia, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |