Office Manager at Finance Firm - San Carlos, CA - Up to $150KMichael Page • San Carlos, CA, US
Office Manager at Finance Firm - San Carlos, CA - Up to $150K
Michael Page • San Carlos, CA, US
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job_description.job_card.job_description8+ years in financial services, 3+ in a leadership role Strong organizational, client service, and communication skills Proficient in MS Office; experience with RedTail, Albridge, Riskalyze, and eMoney is a plus Able to commute to the office in-person in San Carlos, CA Competitive salary of $120K - $150K depending upon years of experience. Discretionary bonuses. Hybrid flexibility. Opportunity to work with a close-knit team at a boutique financial services firm.
Office Manager at Finance Firm - San Carlos, CA
A boutique finance firm is seeking an Office Manager to join their team hybridly in San Carlos. Salary is up to $150K with discretionary bonus depending on years of experience.
Job Description
- Manage client onboarding and account setup
- Oversee appointment prep, follow-up, and service execution
- Maintain operational systems, compliance, and workflow efficiencies
- Plan and execute client marketing events
- Lead, train, and review performance of support staff
- Support HR, payroll, and hiring processes in collaboration with leadership
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
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Finance Manager • San Carlos, CA, US
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