Office Manager

We're hiring an Office Manager on behalf of our client - a growing Registered Investment Advisor based in Boca Raton, FL.

The Office Manager will play a pivotal behind-the-scenes role in supporting the firm’s continued growth. This is a non-client-facing position for someone who loves keeping an office running smoothly - from ordering supplies and coordinating vendors to planning team gatherings that bring people together. Working closely with department directors, this person will be the operational heartbeat of a boutique, team-oriented firm, making sure the team has everything it needs to deliver an exceptional client experience.

This is an ideal next step for a seasoned financial services professional who has grown out of a client service role and is ready to take their career to the next level. The ideal candidate brings deep industry experience, hands-on custodial platform experience with Schwab or Fidelity, and the aptitude and desire to lead the operational side of a thriving firm.

• Oversee day-to-day office operations to keep the office organized, efficient, and welcoming for the entire team
• Manage office supply inventory, place orders, and maintain relationships with vendors for supplies, equipment, and services
• Plan and coordinate company gatherings, including holiday parties, happy hours, team luncheons, and milestone celebrations
• Leverage working knowledge of custodial platforms such as Charles Schwab or Fidelity to support operational processes in partnership with the service and advisory teams
• Collaborate with department directors on behind-the-scenes improvements that enhance the overall client experience
• Develop and maintain a culture of results-oriented, continuous process improvement across office operations
• Engage with cross-functional teams to troubleshoot issues, test new tools and offerings, and support smooth rollouts
• Serve as the point person for facilities, building management, maintenance, and IT vendor coordination
• Support new team member onboarding, including workspace setup, equipment, and office orientation
• Maintain office policies, procedures, and shared resources in alignment with firm standards and compliance requirements

• 10+ years of experience in the financial services industry; RIA or wealth management experience strongly preferred
• A client service background with the aptitude, experience, and desire to step into a broader operational leadership role
• Required:
  
  hands-on experience with custodial platforms such as Charles Schwab or Fidelity
• Highly organized with a track record of managing multiple priorities at once; prior office management or operations experience is a plus
• Strong communication skills with excellent interpersonal and organizational abilities
• Proficient in reasoning, conflict management, and analytical problem-solving
• A curious, results-driven team player who advocates for the firm’s core values and is a positive influence on the team
• Ready to move from the front lines of client service into a non-client-facing role supporting the team behind the scenes
• Event planning experience is a plus

• Base salary of $95,000 to $105,000, depending on experience
• Up to 12% annual incentive pay
• Employee equity plan
• W2 salaried position with room for growth
• 401(k) plan
• Medical and dental insurance
• 10 paid company holidays, plus paid time off
• Annual learning stipend

This is a full-time, on-site role based in Boca Raton, FL, with the opportunity to work remotely 1 day per week after 6 months. Our client is a boutique firm that believes in a truly holistic approach to wealth - offering financial planning, tax planning, long-term planning, and life coaching. With $1.4+ billion in AUM and clients in 36+ states, the firm has built something different: rather than one advisor trying to do every job, they build specialized teams around each client's needs and stay with them every step of the way.

• The team values collaboration, curiosity, and continuous improvement, and they operate in a supportive, high-growth environment where people genuinely enjoy working together. If you've built your career in client service and you're ready to take the next step - creating order, making an office feel like home base, and helping a great team do its best work we'd love to talk.