Office Manager

Office Manager needed for Wealth Management Firm- Series 6/63 Licensed desired- FLEXIBLE HOURS

This Jobot Job is hosted by: James Moon
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Salary: $80,000 - $100,000 per year

A bit about us:

A wealth management firm in El Segundo, CA is seeking an Office Manager/ Operations Associate to support day-to-day back-office and client service functions. This is an excellent opportunity for an experienced operations professional who is looking to remain engaged in a fast-paced advisory environment.

Why join us?

Flexible hours
Great benefits

Job Details

Job Details:

We are an industry-leading wealth management firm seeking a dynamic, experienced, and highly motivated Office Manager. Our ideal candidate will be a professional with a minimum of 5 years of experience in operations.

Responsibilities:

As our Office Manager, you will be tasked with streamlining our office operations to ensure maximum efficiency. Your core responsibilities will include:

1. Overseeing daily operations, implementing effective operational strategies and managing the administrative staff.
2. Coordinating with the finance department to manage budgets, track expenses and ensure financial efficiency.
3. Ensuring compliance with local, state, and federal financial regulations, and maintaining up-to-date knowledge of these laws.
4. Implementing and maintaining procedures/office administrative systems.
5. Liaising with staff, suppliers, and clients, and maintaining strong, professional relationships.
6. Assisting in the preparation of regular reports and presentations, including financial statements.
7. Managing office layout and maintaining supplies of stationery and equipment.
8. Organizing company events and conferences.
9. Ensuring the smooth running of various projects and follow-ups.

Qualifications:

The ideal candidate for the Office Manager position should possess the following skills and qualifications:

1. A minimum of 5 years of experience in an operations role.
2. Bachelor's degree in Business Administration, Finance, Accounting, or a related field.
3. Series 6/63 licensed.
4. Proficiency in MS Office, with exceptional knowledge of Excel and PowerPoint.
5. In-depth understanding of office management procedures and departmental and legal policies.
6. Familiarity with financial and facilities management principles.
7. Excellent organizational and time-management skills.
8. Strong leadership and decision-making abilities.
9. Excellent communication and interpersonal skills.
10. Detail-oriented with a problem-solving mindset.

This role offers a competitive salary and benefits package, and the opportunity to grow within a thriving company. If you are a driven professional who excels in a fast-paced environment and enjoys leading a team, we would love to hear from you.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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