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