Financial Services Office Manager
1 month ago
Our client is a global outsourced investment office acting for highly regarded endowments and foundations, senior investment professionals, and sophisticated ultra-high-net-worth families. They build long-term bespoke portfolios for their clients that invest across various traditional and alternative asset classes, with exposures built bottom-up through deep asset manager partnerships. Currently, they are looking to add a Financial Services Office Manager to their team.
Salary/Hourly Rate:$95k – $105k plus Bonus & Profit Sharing
Position Overview:The Financial Services Office Manager will run the Boston office on a day-to-day basis, be an active member of the Business Operations team, and be responsible for all office events and logistics. The role requires someone hands-on, a strong communicator, and well-organized.
Responsibilities of the Financial Services Office Manager:- Supervise the Business Operations team to ensure the Boston office runs smoothly.
- Assist with the logistics and planning for any external client or manager meetings.
- Ensure the office is always kept clean and tidy, and help with other administration tasks.
- Lead office projects.
- Track all key tasks to ensure deadlines and budgets are met.
- Oversee invoice payment runs and ensure all invoices are paid.
- Track vendor expenses and travel costs and supervise weekly grocery and supply orders.
- Troubleshoot employee issues with Concur and Atlas.
- Travel Plan and execute social events.
- Manage the schedules for a few Boston-based Partners and Managing Directors.
- Arrange travel and accommodation for business travel.
- Organize logistics for meetings and ensure the Partners are prepared for meetings.
- Very strong organizational and administrative skills in a fast-paced environment.
- Able to manage multiple tasks at once.
- Strong communication skills.
- Excellent attention to detail.
- High degree of professionalism and interpersonal skills.
- Strong demonstration of Microsoft Excel, Word, and PowerPoint skills.
- Strong interpersonal and customer service skills, and excellent telephone manner.
- Team player who is willing to do whatever it takes to contribute to the success of the business.
- Bachelor’s degree and 4 – 5 years of relevant experience.
- Strong GPA and SAT.
- Medical, dental, and vision insurance.
- Short and long-term disability insurance.
- Life insurance.
- Flexible spending accounts.
- Commuter benefits.
- Paid time off.
- 401(k) plan with employer matching.
- The Firm also supports global philanthropy via a charity program and volunteer day.
- A variety of wellness and social events.
EOE/M/F/D/V/SO
Position ID: 145562
-
Office Manager
2 months ago
Milton, United States Atrium Staffing Services Ltd. Full timeOur client is a leading financial services firm specializing in investment management. With a commitment to excellence and client satisfaction, they offer a dynamic and collaborative work environment. Currently, they are looking to add an Office Manager to their team. Salary/Hourly Rate: $90k – $105k plus Bonus Position Overview: As the Office Manager, you...
-
Orthodontic Office Manager
7 days ago
Milton, United States Simply Dental Management Inc Full timeJob DescriptionJob DescriptionMilton Orthodontics, and established, community-based practice, seeks an experienced Office Manager to play a crucial role in the smooth operation of our office.The Orthodontic Office Manager will be a leader in charge of a wide range of duties including patient and team management, appointment scheduling, opening and closing...
-
Assistant Store Manager
1 week ago
Milton, United States Community Choice Financial Family of Brands Full timeOverview: As Assistant Store Manager, you will serve as a trusted advisor to our customers looking for quick and reliable financial solutions. Our Assistant Store Managers develop their leadership skills in real-time by assisting the Store Manager with account management, customer outreach, and risk management. You will take part in overseeing, training, and...
-
Associate Financial Representative
3 weeks ago
Milton, United States Modern Woodmen Of America Full timeOverview The Modern Woodmen Milton office is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with...
-
Customer Service Officer
1 month ago
Milton, United States holcim Full timeAbout this role Customer Service Officer Location - Milton/QLD Permanent/Full-time About Holcim Holcim is a global leader in innovative and sustainable building solutions. We are dedicated to enabling greener cities, smarter infrastructure, and improving living standards around the world. Sustainability is at the core of our strategy, as...
-
Laboratory Testing Office Manager
3 months ago
Milton, United States H2 Performance Consulting Corporation Full timeJob DescriptionJob DescriptionH2 Performance Consulting is subject to the Vietnam Era Veteran's Readjustment Assistance Act as a Federal Contractor and is an Equal Opportunity/Affirmative Action Employer and strives to build a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion,...
-
Manager Fire Alarm Install and Service
3 months ago
Milton, United States Performance Systems Integration LLC Full timeJob DescriptionJob DescriptionWe are looking for a Fire Alarm Install and Service Manager to join our team!As the Fire Alarm Install and Service Manager, you will oversee the fire alarm install, repair, and service team. Your primary responsibilities include balancing strong business growth while maintaining high employee and customer satisfaction. This...
-
Financial Consultant Partner
1 week ago
Milton, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. This position is part of the Branch Network which is primarily responsible for providing Wealth Management to...
-
Chief Advancement Officer
1 month ago
Milton, Massachusetts, United States MILTON ACADEMY Full timeMilton Academy seeks a Chief Advancement Officer to lead all development and alumni relations efforts of Milton Academy, while embodying the school's enduring motto, "Dare to be true." The Chief Advancement Officer will partner with the Head of School and Leadership Team to ensure cohesive messaging of institutional strategic goals and objectives across...
-
Cleaning Team Member
3 weeks ago
Milton, United States Office Pride Full timeDo you believe in doing what is right? Do you believe companies should promotion from within? Do you believe in exceeding expectations? Office Pride Commercial Cleaning Services, one of the nation's top janitorial companies, believes in these values and is interviewing immediately. We are looking for a person who: Demonstrates honesty, integrity, and a hard...
-
Cleaning Team Member
3 months ago
Milton, United States Office Pride Full timeDo you believe in doing what is right? Do you believe companies should promotion from within? Do you believe in exceeding expectations? Office Pride Commercial Cleaning Services, one of the nation's top janitorial companies, believes in these values and is interviewing immediately. We are looking for a person who: Demonstrates honesty, integrity, and a hard...
-
Healthcare Security Officer
2 months ago
Milton, United States DSI Security Services Full timeHealthcare Security Officer - Milton FL DSI is growing, again! We are hiring Security Officers in Milton, FL. Come join a diverse and inclusive team that believes in providing excellent customer service and knows that its biggest asset is its employees. Job Responsibilities include maintaining a safe and secure environment for customers and...
-
Trust Services Technical Specialist
1 month ago
Milton, Massachusetts, United States Central Susquehanna Intermediate Unit 16 Full timeORGANIZATIONAL RELATIONSHIP: The Trust Services Technical Specialist will report to the Business and Trust Support Accounting Manager and in their absence to the Chief Financial and Operations Officer (CFOO). JOB DEFINITION: The Trust Services Technical Specialist will provide administrative support services to the Central Susquehanna (CS) Region School...
-
Chief Advancement Officer
1 month ago
Milton, Massachusetts, United States Milton Academy Full timeAspen Leadership Group is proud to partner with Milton Academy inthe search for a Chief Advancement Officer.Reporting to the Head of School, the Chief Advancement Officer willlead all development and alumni relations efforts of MiltonAcademy, while embodying the school's enduring motto, "Dare to betrue." The Chief Advancement Officer will partner with the...
-
Manager, Business Continuance
2 months ago
Milton, United States NavitsPartners Full timeJob DescriptionJob DescriptionManager, Business ContinuanceGeneral Characteristics:Responsible for the implementation and integration of risk management procedures across the enterprise, based on a thorough understanding of key IT services that must be maintained to reduce financial loss and critical customer service capability.Ensures monitoring and testing...
-
Trust Services Technical Specialist
1 month ago
Milton, United States Central Susquehanna Intermediate Unit 16 Full timeORGANIZATIONAL RELATIONSHIP: The Trust Services Technical Specialist will report to the Business and Trust Support Accounting Manager and in their absence to the Chief Financial and Operations Officer (CFOO). JOB DEFINITION: The Trust Services Technical Specialist will provide administrative support services to the Central Susquehanna (CS) Region School...
-
Assistant Financial Accountant
4 weeks ago
Milton, United States Milton Garden Products Ltd Full timeMilton Garden Products is a highly trusted landscaping and builders' merchant with branches within the Stoke-on-Trent and Cheshire area. Over the years we have seen rapid growth, with this there is now a need to grow our Finance Department with the addition of an Assistant Financial Accountant, reporting to our Financial Controller. Milton Garden Products is...
-
Post Office Worker
7 days ago
Milton, United States United States Postal Service Full timeThe United States Postal Service, USPS for short, is the largest federal establishment in the country. We currently have positions available all over America with this top federal agency that employs nearly one million Americans. Even if you have never worked before, our comprehensive training will enable you to fit right into any position as a new employee...
-
Payroll Specialist
2 weeks ago
Milton, United States Kelly Services Full timeJob DescriptionJob DescriptionPayroll SpecialistLocation: Milton, MAPay Rate: $24-26/hourSchedule: Full Time, Monday – FridayContract Type: Temporary Kelly Services has recently partnered with a premier higher education institution seeking a Payroll Specialist to join their team. The Payroll Specialist will play a key role in ensuring the accuracy of the...
-
Assistant Store Manager
1 week ago
Milton, FL, United States Community Choice Financial Family of Brands Full timeJob DescriptionOverview: As Assistant Store Manager, you will serve as a trusted advisor to our customers looking for quick and reliable financial solutions. Our Assistant Store Managers develop their leadership skills in real-time by assisting the Store Manager with account management, customer outreach, and risk management. You will take part in...