Office Manager

Role Description

The Office Manager is a full‑time, on‑site role based in Leawood, KS, responsible for overseeing daily office operations and ensuring a professional, efficient work environment. This role manages administrative workflows, organizes schedules and meetings, maintains office records, and supports financial advisors and staff with routine administrative tasks. The Office Manager coordinates reception duties, greets visitors, and responds to client inquiries, delivering attentive customer service and clear communication.

Additional responsibilities include monitoring and ordering office supplies, ensuring office equipment is functioning properly, assisting with basic reporting and documentation, and helping uphold compliance and confidentiality standards in all office activities.

• Candidates should possess strong Communication and Customer Service skills to interact effectively with clients, colleagues, and external partners.
• Candidates should possess Office Administration and Administrative Assistance skills to manage schedules, records, and day‑to‑day office operations.
• Candidates should possess proficiency with Office Equipment and common office software tools to support a modern, efficient workplace.
• Candidates should have strong organizational skills, attention to detail, and the ability to prioritize multiple tasks in a regulated environment.
• Candidates should ideally have prior experience in a financial services or professional office setting and a high school diploma or equivalent; post‑secondary education or relevant certifications are a plus.