Wells Street Growth

Compensation

Full Description

Office Manager – Financial Advisory Firm Position Overview We are seeking a highly organized and professional Office Manager to oversee the daily operations of our financial advisory practice. This role is critical to ensuring a smooth, efficient, and client-focused environment. The ideal candidate is detail-oriented, discreet, and thrives in a fast-paced professional services setting. Key Responsibilities • Manage day-to-day office operations, including scheduling, correspondence, and vendor relationships • Serve as the first point of contact for clients — greeting visitors, answering calls, and handling inquiries with professionalism and confidentiality • Coordinate and prepare client meeting materials, presentations, and appointment follow-ups • Maintain and organize client records and documentation • Oversee office supply inventory, equipment maintenance, and facilities management • Manage onboarding documentation for new clients • Handle accounts payable/receivable, expense reporting, and basic bookkeeping coordination Qualifications • 3+ years of office management or executive administrative experience, preferably in financial services, wealth management, or a professional services firm • Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook) • Excellent communication and interpersonal skills • High degree of discretion and ability to handle sensitive financial and personal client information • Strong organizational skills and the ability to manage multiple priorities • Associate's or Bachelor's degree preferred