Office Manager

• Manage daily office operations, including supplies, mail handling, and vendor relationships
• Coordinate schedules and appointments, ensuring smooth meeting logistics
• Organize and support events such as client workshops, seminars, and team meetings
• Maintain accurate and confidential documentation of office procedures and records
• Assist with technology tools and ensure efficient use of office systems
• Provide administrative support to financial advisors for client meetings and communications
• Prepare meeting materials, correspondence, and follow-up documentation for client interactions
• Facilitate client onboarding processes and ensure timely completion of reporting and record-keeping
• Oversee HR-related tasks, including onboarding and benefits coordination
• Collaborate with leadership to promote a productive and supportive work environment

• 3+ years of experience in office management, operations, or administrative leadership, preferably within financial services, wealth management, banking, insurance, or other professional services environments
• Proficiency in Microsoft Office and familiarity with client management systems
• Strong communication, organizational, and customer service skills
• Ability to handle sensitive information with discretion and confidentiality
• Detail-oriented approach with a focus on delivering exceptional client experiences
• Bachelor's degree is preferred but not required
• Knowledge of benefits coordination, compensation, and leave administration is advantageous
• Demonstrated ability to manage multiple priorities in a dynamic setting

Knowledge of benefits coordination, compensation, and leave administration is advantageous

• medical, vision, dental, and life and disability insurance
• company 401(k) plan