Office Manager

Are you an organized, detail-oriented professional with a passion for maintaining efficient office operations? Our confidential client is seeking a dedicated Office Manager to join their growing financial planning firm.

This role is vital to ensure smooth day-to-day operations, supporting our team, and delivering exceptional client service.

Key Responsibilities :

• Oversee and manage all office operations, ensuring a well-organized, productive work environment.
• Coordinate meetings, schedules, and appointments for senior staff and clients.
• Maintain office supplies, inventory, and equipment, ensuring optimal functionality.
• Act as the main point of contact for internal and external communication, including vendors and service providers.
• Assist with basic bookkeeping, invoicing, and financial reporting.
• Support the HR team with administrative duties related to employee onboarding and training.
• Ensure compliance with company policies and contribute to process improvements
• Proven experience in office management, administration, or coordination (financial services experience is a plus).
• Strong organizational skills with a keen attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in office management software and Microsoft Office Suite (experience with Trello and Calendly is a plus)
• Ability to multitask and work independently in a fast-paced environment.
• Previous experience in financial planning or related field is preferred but not required.
• Competitive salary based on experience.
• Full-time, 40-hour workweek, Monday through Friday.
• Opportunity to work with a professional, collaborative team in a dynamic industry.
• Benefits package including health insurance, paid time off, and retirement plans.

Qualifications :

• Proven experience in office management, administration, or coordination (financial services experience is a plus).
• Strong organizational skills with a keen attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in office management software and Microsoft Office Suite (experience with Trello and Calendly is a plus)
• Ability to multitask and work independently in a fast-paced environment.
• Previous experience in financial planning or related field is preferred but not required.

What We Offer :

• Competitive salary based on experience.
• Full-time, 40-hour workweek, Monday through Friday.
• Opportunity to work with a professional, collaborative team in a dynamic industry. Benefits package including health insurance, paid time off, and retirement plans.

We are an equal opportunity employer and welcome applicants from all backgrounds to apply

JOB CODE : 1000094