Office Manager Jobs

Office Manager

We are seeking an Office Manager to join our well-established, but rapidly growing Investment Advisory Firm in Raleigh, North Carolina. The mission of the Office Manager is to contribute to the overall function of the firms’ success by supporting our Leadership team through a variety of administrative responsibilities. This position is integral to the success of the operations and client experience of the firm. The office manager will often be the first interaction a client has upon arriving at our firm, and they must be able to fully represent the firm’s brand and values. The ideal candidate will have previous experience in an administrative role and will value developing meaningful, personal relationships. We are looking for someone that enjoys being part of a small, tightly knit team, that thrives on autonomy over their job, is independent but able to take direction, highly organized, able to track projects and prospects over time, and who is values an amazing office culture. We believe in building a firm that provides fulfillment both in your career and supports your personal life.

LifePlan Group is a boutique investment firm that works primarily with high-net worth retirees and pre-retirees. We focus on quality over quantity when it comes to our client base and highly value the excellent culture we have at our office. The main responsibilities of the Office Manager will be to oversee the management of our physical office space, provide administrative support, and assist our Leadership team. The ideal candidate aligns with and will thrive with our core values: active listeners, continuous learners, genuine care, diligently detailed, and pursuit of passion. The ideal candidate finds energy to work on a small team, is a quick learner as well as a self-learner (if they don’t know something, they will look it up!). They will be enthusiastic and self-confident, but not arrogant, as well as being excellent at organization. This Office Manager will be able to integrate their personal work style within our client culture, philosophy, and vision for the service we provide our clients.

Key Proficiencies:

• Self-Starter, Self-Manager: Takes initiative, anticipates needs, and gets stuff done consistently on time. Understands the autonomy of working on a high performing small team.
• Highly Personable: Relatable to clients in person and on the phone with a strong ability to mingle, host, and build relationships.
• Grace and Poise Under Pressure: In a growth focused business, things are always changing. We pride ourselves on the ability to function at a high level even when things get busy by working together as a team and communicating effectively.
• Tech Savvy: Familiar with Microsoft products (Outlook, Word), Client Relationship Management tools (Salesforce), General tech ability to help and troubleshoot with the team and our IT vendor.
• Process Oriented: Understand current office systems and continuously innovate ways to make the client experience better.
• Detail Focused: the attention is in the details!

Committed to Excellence: We want to exceed expectations and work hard to do so on behalf of our clients and the firm.

Positive Attitude: Has a can-do spirit, is fun to be around and brings solutions to the table.

Minimum Qualifications:

• Industry experience preferred, but not required
• Proficient with filing, phone systems, and scanners
• 3-5 years of proven experience working in a professional office as an administrative assistant, secretary or office manager
• Excellent communication skills; both verbal and written
• This position requires that you possess the following skills:
• Alignment with team’s core values
• Comfortable socializing with groups and with individuals
• Bachelor’s Degree or equivalent combinations of training and experience
• Exceptional phone skills
• Strong organizational skills and strong attention to detail
• Proficient skills with MS Office Suite and CRM platforms

Hours/Compensation –

This is a full-time, salaried position that reports to our Director, Client Service and Operations. This position is eligible for our full benefits package, including generous PTO, Wellness Stipends, Sabbaticals, 401k access with employer contributions, profit sharing, and bonuses, among other perks. Hours for this position are typically 9AM-5PM Monday-Friday, but will be flexible to accommodate various schedules for the right candidate. While our team highly prioritizes consistency, there will be occasional need to work evening and/or weekend client events.

Presented by Advisor Employee Services Thank you for your interest in the Office Manager role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!