Office Administrator

Job Description

Office Administrator – Los Angeles, CA

Find more information about the company at

About the Firm:

Silver Oak Wealth Advisors, LLC is an independent, boutique wealth management firm working with a selected group of high-net-worth individuals and families as their personal and family CFO. Our firm's core values are based on integrity, independent thinking, compassion, collaboration, and lifetime personal growth. We are proud of our caring and supportive culture and are seeking a dedicated Office Administrator to join our exceptional team.

Job Summary:

The Office Administrator will perform a variety of administrative and operational tasks to ensure the smooth day-to-day running of the office. This individual will be responsible for office management, client support, scheduling, reception, marketing and compliance support. The ideal candidate is highly organized, proactive, detail-oriented, and able to juggle multiple responsibilities while fostering a positive office environment.

Key Responsibilities:

• Administrative assistant to CEO of the company.
• Manage the office's daily operations, including ordering supplies, maintaining equipment, handling mail, coordinating with vendors and ensuring the workspace is well-organized.
• Serve as the point of contact for advisors, staff, and clients, ensuring timely and professional communication.
• Coordination with client gifts.
• Provide reception duties, including answering phones and greeting clients.
• Coordinate and schedule internal and client events and meetings, including calendaring, booking venues, sending reminders and organizing logistics.
• Maintain and update records in the CRM database, ensuring data completion and accuracy.
• Prepare reports and materials for meetings, submit and follow up on paperwork, and support operational workflows.
• Collaborate with team members on compliance tasks and special projects as needed.
• Assist with onboarding and training of new employees and clients.
• Foster a positive and collaborative office culture, contributing to a professional and energetic work environment.

Requirements and Qualifications:

• Strong organizational and multitasking skills, with the ability to prioritize tasks efficiently.
• Excellent written and verbal communication skills.
• Proactive and self-motivated, with a willingness to take ownership of responsibilities from start to finish.
• Experience in office management, operations, or administrative support.
• Strong computer skills, including proficiency in Microsoft Word, Excel, Outlook, and CRM software.
• Ability to work independently, take initiative, and collaborate effectively with the team.
• Experience working in a professional environment is preferred.
• Previous experience in the financial services industry, event planning, and vendor management is a plus.
• Ability to work in person in our Los Angeles office.

Salary and Benefits:

• Competitive salary based on education, experience, and skills ($50,000 - $70,000 per year).
• Company matching for 401(k) plan and profit-sharing plan after one year.
• Full coverage of health, dental, and vision insurance for the employee.
• 2 weeks paid vacation, 10 paid holidays, and up to 5 days of paid sick leave.
• Great opportunities for mentorship, learning, and career growth.

Job Type: Full-time

Location: Los Angeles, CA 90024

Schedule:

• Monday to Friday 8:30am-5:30pm

Education:

• Bachelor's degree (Preferred)

Experience:

• Office Management/Administration: 1 year (Preferred)
• Financial Services Industry: Preferred

Shift Availability:

• Day Shift (Preferred)

Ability to Relocate:

• Los Angeles, CA 90024: Relocate before starting work (Required)

This role offers the opportunity to play a key part in supporting our team and clients by maintaining an efficient and organized office environment. We are looking for someone with a positive attitude, a collaborative spirit, and the ability to create a welcoming atmosphere for all who interact with our firm.

Job Type: Full-time

Pay: $50, $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person