Office Manager

Description

Position:
Office Manager

Location:

Southbury, CT (Onsite)

Employment Type:

Full-Time

Compensation: $52,000 - $65,000 + Bonus

About Us - At Green Wealth Management Group, our mission is to provide positive, life-altering advice to our clients and community. As an independent advisory firm serving successful individuals, families, and business owners, we design financial strategies that are comprehensive, tailored and strategic. As our business expands, we are seeking a polished and proactive Office Manager to serve as the professional face of our firm and promote seamless day-to-day operations.

The Office Manager will oversee front-office operations, hospitality, event coordination, vendor relationships, administrative organization, and overall office efficiency. This individual is the first point of contact for clients and visitors — one who will deliver a warm, professional, and elevated experience that reflects the high standards of our brand. We are looking for someone who takes initiative, is highly organized, detail-oriented, and excited to continually grow their role and responsibilities.

• Provide an exceptional welcome experience for clients and guests — in-person and via phone
• Maintain a polished front-office and lobby environment
• Assist with appointment scheduling, confirmations, and hospitality support
• Manage office supplies, shipping, Amazon/ordering, equipment maintenance
• Act as liaison with building/property management, cleaning vendors, IT support
• Support reporting, document prep, internal workflows as needed
• Monitor general office inbox and route communication appropriately
• Coordinate logistics for client events including small dinners, seminars, holiday gifting, and major annual events (e.g., Travelers PGA Tour event)
• Assist with birthday/anniversary mailings and seasonal outreach
• Collect and track RSVPs and event feedback
• Collaborate with operations and advisors on social posting support and client engagement initiatives
• Own ad-hoc operational projects to improve efficiency and organization
• Identify process improvements and implement best-practice solutions
• Contribute positively to a high-trust, team-centered culture

• Prior experience in office administration, hospitality, or client-facing role
• Professional presence — polished communication, strong emotional intelligence
• Highly organized and able to juggle multiple priorities with limited oversight
• Tech-comfortable;
  Microsoft Office Suite required (CRM experience a plus)
• Problem-solver with a proactive attitude and eagerness to grow
• Ability to maintain confidentiality and discretion

Must be able to reliably commute to Southbury, CT.