Office Manager

We are seeking a professional, dependable, and organized Office Manager to join our wealth management firm. This role is responsible for overseeing front office operations, providing administrative support, and ensuring a welcoming and efficient environment for clients and staff.

The ideal candidate is detail-oriented, personable, and capable of managing multiple tasks in a professional office setting. Strong communication and customer service skills are essential.

Greet clients and visitors in a professional and welcoming manner

Answer and direct incoming phone calls promptly and courteously

Handle incoming and outgoing mail, packages, and deliveries

Maintain a clean, organized, and professional office environment

Assist with filing, scanning, data entry, and document management

Support advisors and staff with general administrative tasks

Order and maintain office supplies and inventory

Ensure client information is handled confidentially and accurately

Coordinate basic office operations and day-to-day administrative needs

Assist the Compliance Officer with special projects and administrative support as needed

Perform other office management and administrative duties as assigned

High school diploma or equivalent required

Previous office administration, receptionist, or customer service experience preferred

Strong verbal and written communication skills

Excellent organizational and multitasking abilities

Proficiency with Microsoft Office (Outlook, Word, Excel) and standard office technology

Professional appearance and demeanor

Ability to maintain confidentiality and exercise discretion

Competitive pay based on experience.

Please submit your resume and a brief cover letter outlining your experience and interest in the role to ...