Office Manager - Mack & Associates, Ltd.

Do you thrive in dynamic environments where no day is the same? A wealth management firm is seeking a passionate and driven Office Manager to join their team and spearhead their operational support initiatives. This person will play a pivotal role in establishing and maintaining client accounts, handle various administrative duties such as reporting and document management, client communications, and ad hoc projects. This is a promotable position with opportunity for financial advancement! The salary range for this role is $55-70K/yr dependent on experience.

Responsibilities of the Office Manager:

• Create and maintain client accounts
• Provide administrative support to managers and executives at the firm
• Manage workflow and provide project management support
• Assist in maintaining and updating client information in the CRM
• Take charge of distributing mail, ensuring that every correspondence finds its way to its intended recipient promptly and efficiently.
• Partner with the team to send thoughtful client gifts for referrals and during festive holidays.
• Assist with end of the year reporting and client review books

Requirements of the Office Manager:

• Bachelor's degree preferred
• 1-2 years of operations experience
• Proficient in Microsoft Office
• Excellent analytical and problem-solving abilities, with a strategic mindset and attention to detail.
• Exceptional communication and interpersonal skills, with the ability to collaborate effectively across all levels of the organization

P-8