Office Manager​/Business Manager

Office Manager

Your next role should be one where you actually run things.

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Blue Planning Group is a growing wealth management firm in Atlanta advising on approximately $380 million in assets for clients who trust us with their financial futures. Our team is small, our standards are high, and our culture is built on doing right by the people we serve. We're looking for an Office Manager who can take ownership of the business side of the practice so our advisors can focus on what they do best: taking care of clients.

This is not an admin role. This is the person who keeps the entire operation running. You'll manage HR, payroll, compliance coordination, vendor relationships, and the day-to-day flow of a professional office. You'll supervise a small team, own the employee handbook, coordinate performance reviews, and work directly with the principal advisor on business planning and strategy. If you're the kind of person who sees a broken process and fixes it before anyone asks, you'll thrive here.

What you'll actually do

You'll manage HR for a team of 5-6 people. That means onboarding new hires, maintaining employee files, coordinating benefits, running payroll, handling PTO tracking, and managing the performance review process. You don't need to be an HR attorney, but you should know enough to keep the firm compliant and the team supported. One of your early priorities will be evaluating our current benefits package and bringing recommendations to make it stronger for the team.

You'll supervise daily operations. That includes team scheduling, workflow coordination, office supply management, vendor coordination, and making sure the office runs smoothly from the moment the phones turn on until the last light goes off.

You'll handle compliance coordination. You'll work with our broker-dealer (Raymond James) on branch compliance, audit preparation, CE tracking, and gift log management. You'll make sure marketing materials are submitted for approval and that the team stays current on licensing and regulatory requirements.

You'll support business planning. You'll help coordinate the annual business plan, track progress against goals, maintain the marketing and event calendar, and make sure things that need to happen actually happen on schedule.

You'll be a people leader. You'll conduct team meetings, support professional development, manage conflict resolution when it comes up, and maintain a culture where people want to show up and do good work.