Office Support Specialist
3 days ago
We are a Fee Only Registered Investment Advisor and CPA Firm dedicated to providing exceptional wealth management services to our clients. Our team is passionate about delivering personalized attention and tailored solutions to meet the unique needs of each individual. We believe in fostering long-term relationships built on trust, expertise, and a commitment to excellence.
We are seeking a highly motivated and organized Office/Business Manager to join our team. As the right candidate, you will be responsible for ensuring seamless daily operations, communicating effectively with colleagues, and contributing to the overall success of our firm.
The estimated annual salary for this position is $62,000 - $82,000 based on experience, depending on qualifications and location.
Key Responsibilities:
- Manage day-to-day office operations, including maintenance and upkeep of the facility.
- Facilitate effective communication among team members and stakeholders.
- Support marketing initiatives and collaborate with our marketing consultant.
- Develop and implement office procedures to ensure efficiency and productivity.
Desirable Skills and Qualifications:
- Excellent organizational and time management skills.
- Ability to prioritize tasks and manage competing demands.
- Experience with Microsoft Office and QuickBooks.
- Strong communication and interpersonal skills.
Benefits Package:
- Competitive salary based on experience
- Health, Life and Disability Insurance
- 401(k) Plan
- Flexible work schedule including work from home 1 day, PTO, and paid holidays
- Education Reimbursement
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