Office Operations Manager

3 days ago


Richmond Heights, Virginia, United States Stepwise Financial Inc. Full time
About Our Team

We are a dynamic and supportive team at Stepwise Financial Inc., dedicated to providing investment management and strategic wealth planning services to our clients. As a Office Operations Manager, you will play a key role in ensuring the smooth operation of our office, offering support to our management team, and contributing to our company's success.

The ideal candidate will have a proven track record as an Administrative Assistant or similar role, with expertise in office management tools and procedures. Proficiency in MS Office suite, particularly Outlook, is required, along with exceptional written and verbal communication talents.

This is an exciting opportunity for a proactive and forward-thinking individual to join our team, where you'll be part of a workplace that encourages growth and development.

Key Responsibilities:

  • Serve as the first point of contact for incoming calls, providing friendly and efficient direction.
  • Manage and schedule appointments, ensuring optimal time management.
  • Coordinate and organize meetings, including minute-taking for accurate record-keeping.
  • Handle email correspondence, draft memos, letters, faxes, and forms with attention to detail.
  • Prepare reports and documents, contributing to the streamlined operation of the office.
  • Develop and maintain effective filing and organizational systems.
  • Update and uphold office policies and procedures, ensuring compliance and efficiency.
  • Manage office supplies inventory, sourcing new suppliers.
  • Maintain and update client database with high accuracy.
  • Offer a warm welcome and assistance to all office visitors.
  • Act as a liaison for client communications, maintaining professionalism and confidentiality.

Required Skills and Qualifications:

  • Proven track record as an Administrative Assistant or similar role.
  • Ability to learn new software and innovative technology.
  • Familiarity with office management tools and procedures.
  • Proficiency in MS Office suite, particularly Outlook.
  • Exceptional time management and prioritization abilities.
  • Keen attention to detail paired with strong problem-solving skills.
  • Outstanding written and verbal communication talents.
  • Solid organizational capacity, including the aptitude for multitasking.

Salary: $65,000 - $75,000 per annum, depending on experience.


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