Office Manager

**Part\-time, 20 hours per week \| $26–$32/hour based on experience \| Potential to grow to full\-time** We are looking for a tech\-savvy Office Manager to organize and coordinate administrative duties and office procedures for a financial planning and investment management firm. Your role is to ensure high levels of organizational effectiveness and communication. Office Manager duties and responsibilities include supporting staff and providing general administrative support to our clients. A successful Office Manager should have experience with various office software (email tools, spreadsheets, and databases) and handle administrative duties accurately. Ultimately, the Office Manager should ensure the office's smooth running and help improve company procedures and day\-to\-day operations. Previous experience as an Office Administrator would be an advantage. **Responsibilities** * Serve as the first point of contact for client and prospect inquiries, routing advice\-related questions to the advisory team * Prepare, process, and track client account documentation * Maintain and update records and databases with personnel, financial, and other data * Organize and maintain office operations and procedures * Interact with third\-party vendors * Ensure that all items are invoiced and paid on time * Manage the office General and Administrative budget, ensuring accurate and timely reporting * Provide general support to staff and clients * Assist in the onboarding process for new clients * Address employee questions about office management issues **Skills** * Proven experience as an Office Manager or Administrative Assistant * Knowledge of office administrator responsibilities, systems, and procedures * Proficiency in Google Workspace * Basic bookkeeping/QuickBooks Online knowledge * Experience with Advyzon, Charles Schwab, or RightCapital is a plus * Tech\-savvy with the ability to learn new software skills quickly * Comfortable handling confidential client information * Excellent time management skills and ability to multi\-task and prioritize work * Attention to detail and problem\-solving skills * Excellent written and verbal communication skills * Strong organizational and planning skills in a fast\-paced environment * A creative mind with an ability to suggest improvements * High school diploma required; associate's or bachelor's degree in business, accounting, or finance, or a QuickBooks certification, is a plus * Must pass a background check and comply with the firm's Code of Ethics, including personal trading reporting Pay: $26\.00 \- $32\.00 per hour Expected hours: 20\.0 per week Benefits: * 401(k) * 401(k) matching * Paid time off Application Question(s): * Briefly describe any experience you have working at a financial advisory, accounting, tax, or insurance firm. If none, write 'None.' Experience: * Office management: 1 year (Preferred) Work Location: Remote