Financial Services Office Manager

Our client is a global outsourced investment office acting for highly regarded endowments and foundations, senior investment professionals, and sophisticated ultra-high-net-worth families.

They build long-term bespoke portfolios for their clients that invest across various traditional and alternative asset classes, with exposures built bottom-up through deep asset manager partnerships.

Currently, they are looking to add a Financial Services Office Manager to their team.

Salary / Hourly Rate :

$95k $105k plus Bonus & Profit Sharing

Position Overview :

The Financial Services Office Manager will run the Boston office on a day-to-day basis, be an active member of the Business Operations team, and be responsible for all office events and logistics.

The role requires someone hands-on, a strong communicator, and well-organized.

Responsibilities of the Financial Services Office Manager :

• Supervise the Business Operations team to ensure the Boston office runs smoothly.
• Assist with the logistics and planning for any external client or manager meetings.
• Ensure the office is always kept clean and tidy, and help with other administration tasks.
• Lead office projects.
• Track all key tasks to ensure deadlines and budgets are met.
• Oversee invoice payment runs and ensure all invoices are paid.
• Track vendor expenses and travel costs and supervise weekly grocery and supply orders.
• Troubleshoot employee issues with Concur and Atlas.
• Travel Plan and execute social events.
• Manage the schedules for a few Boston-based Partners and Managing Directors.
• Arrange travel and accommodation for business travel.
• Organize logistics for meetings and ensure the Partners are prepared for meetings.

Qualifications for the Business Operations Manager / Executive Assistant :

• Very strong organizational and administrative skills in a fast-paced environment.
• Able to manage multiple tasks at once.
• Strong communication skills.
• Excellent attention to detail.
• High degree of professionalism and interpersonal skills.
• Strong demonstration of Microsoft Excel, Word, and PowerPoint skills.
• Strong interpersonal and customer service skills, and excellent telephone manner.
• Team player who is willing to do whatever it takes to contribute to the success of the business.

Education Requirements :

• Bachelor’s degree and 4 5 years of relevant experience.
• Strong GPA and SAT.

Benefits :

• Medical, dental, and vision insurance.
• Short and long-term disability insurance.
• Life insurance.
• Flexible spending accounts.
• Commuter benefits.
• Paid time off.
• 401(k) plan with employer matching.
• The Firm also supports global philanthropy via a charity program and volunteer day.
• A variety of wellness and social events.

As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title.

Please contact us to request an accommodation.

EOE / M / F / D / V / SO

Position ID : 145562