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Office Manager
3 months ago
We are representing a local, San Diego-based Wealth Management firm seeking to hire an Office Manager. We are seeking a highly organized and detail oriented manager to oversee the daily operations of the firm which offers wealth management and comprehensive tax services. The ideal candidate will have strong administrative experience, leadership qualities, and a proactive approach to problem solving. If this sounds like you, please apply here to be considered:
Responsibilities:
- Manage records and information.
- Help keep track of KPI's and Metrics for a team of 8 advisors.
- Ensure the working environment is operational including all office tech.
- Provide administrative assistance to management team
- Assist with some HR duties including employee records, compliance, onboarding.
- Encourage and improve cross-department internal communication.
Qualifications:
- Previous experience in office management, administrative, or support roles.
- Experience supervising staff preferred.
- Strong leadership qualities. capable of motivating the team, managing conflicts, and foster a positive work environment.
- Strong organizational skills
- Deadline and detail-oriented.
