Office Manager/financial Planning
2 weeks ago
**Responsibilities**:
- Manage office operations including clerical tasks, administrative duties, and office management.
- Communicate effectively with team members and external stakeholders.
- Utilize organizational skills to maintain efficient office processes.
- Assist with financial planning tasks such as bookkeeping, and payroll using QuickBooks.
- Coordinate and oversee events, schedules, and vendor management.
- Handle human resources tasks and ensure compliance with tax accounting regulations.
- Utilize tax experience and accounting knowledge to support financial planning efforts.
- Supervise and train team members on office procedures and best practices.
- Maintain accurate records and files, manage multi-line phone systems, and provide excellent phone etiquette.
- Support front desk operations and calendar management to ensure smooth office functioning.
**Job Types**: Full-time, Part-time
Pay: $22.15 - $24.16 per hour
Expected hours: 25 - 40 per week
**Benefits**:
- 401(k) matching
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
**Education**:
- Bachelor's (required)
**Experience**:
- Small firm: 2 years (required)
Ability to Commute:
- Syosset, NY 11791 (required)
Work Location: In person
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