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Office Manager

2 months ago

fort worth, United States Delta Dallas Full time

Office Manager + Executive Assistant

LOCATION: FORT WORTH


Our client, a dynamic investment organization specializing in wealth management, seeks an Office Manager and Executive Assistant to join their team. This role offers an exceptional opportunity to provide comprehensive support to the CEO while leading office operations and supporting high-net-worth client services.


Hot buttons:

  • Experience working in the wealth management or financial services industry - REQUIRED
  • Office Management/Office Operations experience
  • Experience working in or desire to work in a small office environment
  • Ability to wear multiple hats and adapt to diverse responsibilities
  • Executive support experience, particularly in wealth management settings
  • Strong people management and leadership experience
  • Strong tenure with previous companies - required


Responsibilities:

Executive Support:

  • Collaborate closely with the CEO to manage professional and personal schedules, including complex travel logistics and event coordination.
  • Efficiently manage multiple email inboxes, overseeing task delegation to ensure smooth communication and task execution.
  • Serve as the primary gatekeeper for the CEO, managing all communication, screening inquiries, and prioritizing appointments and meetings to ensure effective time management.


Office Management:

  • Lead and mentor a team of office staff, providing training and scheduling support to maximize performance.
  • Implement performance improvement strategies to enhance office efficiency and deliver exceptional client service within the wealth management space.
  • Ensure the organization and maintenance of client records, adhering to compliance and accuracy standards.
  • Oversee project timelines and deadlines in accordance with client and regulatory expectations.
  • Plan and execute both internal and external events for clients and the organization.


Qualifications:

  • 10+ years in Office Management, Executive Assistant, or similar roles, ideally within wealth management or financial services.
  • Strong leadership skills with demonstrated ability to mentor and motivate teams to achieve high performance.
  • Excellent organizational skills with a keen eye for detail and a commitment to accuracy.
  • Exceptional communication and interpersonal abilities, adept at working with high-net-worth clients, colleagues, and external partners.
  • Prior experience with CRM systems is preferred.
  • Bachelor’s degree in Business Administration, Finance, or related field preferred.
  • Experience arranging private and corporate travel is highly desirable.


If you are driven, strategic, and confident with prior management experience, we want to hear from you We're looking for someone who is business-minded, capable of seeing the end goal, and making it happen.