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We are seeking a confident, assertive Administrative Manager to serve as the Owner's right-hand leader in our fast-paced financial office. You will provide strong leadership to a mid-size team of highly educated professionals and recent graduates, managing performance reviews, task prioritization, and daily operations with precision.
Job Responsibility:
Overseeing office management
Maintaining demanding schedules
Organizing travel and events
Coordinating building maintenance
Performing basic bookkeeping in QuickBooks
Delivering concierge-level client service
Anticipating executive needs
Managing documents and files efficiently
Building strong business relationships
Creating a professional first impression for clients and staff
Requirements:
Proven experience managing direct reports and conducting performance reviews
Moderate bookkeeping knowledge with QuickBooks proficiency
Advanced skills in MS Word, Excel, and Outlook
Polished communicator with a diplomatic yet confident presence
Financial industry experience strongly preferred
Occasional travel required (Less than 10%)
Proven experience in managing teams, including conducting performance reviews and setting objectives
Proficiency in QuickBooks with a solid understanding of basic bookkeeping practices
Advanced skills in Microsoft Word, Excel, and Outlook to support administrative tasks
Exceptional communication skills with a detail-oriented and confident demeanor
Experience in the financial or wealth management industry is strongly preferred
Ability to handle multiple tasks in a fast-paced environment while maintaining attention to detail
Occasional travel availability to support executive needs
Strong organizational and problem-solving skills to anticipate and address challenges effectively
Nice to have:
Financial industry experience strongly preferred
Experience in the financial or wealth management industry is strongly preferred
What we offer:
Health insurance
PTO
Incentive pay
Generous retirement program
Medical, vision, dental, and life and disability insurance (for contract/temporary)