Job Description

This role involves supporting the daily operations of a busy private wealth advisory practice located in Gahanna, OH. The Office manager will manage and organize office workflow and provide a range of administrative and client service functions. The candidate must uphold high standards of business and professional ethics and strictly adhere to legal and regulatory guidelines.

Salary : $45,000-$55,000 plus bonus and benefits.

Location : Gahanna, OH

Working Hours: Full-time, 8:00 AM – 5:00 PM, Monday - Friday

Office Requirement : The position requires physical presence in the office 5 days a week.

Qualifications:

• An Associate degree or higher from an accredited institution, or 2+ years of relevant experience, or a combination of education and experience.
• Excellent client service and interpersonal skills to handle sensitive and confidential situations.
• Strong organizational skills with the ability to prioritize a diverse workload, multitask, and take initiative.
• A strong work ethic, team-oriented attitude, and a high degree of professionalism.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Committed to compliance and regulatory standards set by the practice and overarching financial guidelines.

Position Responsibilities:

• Manage all incoming calls, assist clients directly or transfer calls and take messages as necessary.
• Prepare the lobby area each morning and secure it each evening.
• Welcome and direct visitors to the appropriate areas or personnel.
• Handle all incoming mail daily, including checks, in line with compliance standards.
• Coordinate and confirm advisors’ schedules, including client meetings and other events.
• Maintain office supplies and oversee equipment maintenance.
• Respond to client inquiries and provide information as permissible concerning their accounts.
• Support new business processes, including document preparation, obtaining necessary signatures, application processing, and form auditing.
• Process and audit checks to ensure proper application.
• Scan and file company and client documents as per compliance standards.
• Perform varied administrative duties as needed across different business areas.
• Occasionally run errands outside of the office.
• Keep supervisors informed of any significant issues.
• Support practice compliance and maintain a thorough understanding of all compliance regulations.
• Perform additional duties as assigned.
• Regular attendance and punctuality are crucial, adhering strictly to the attendance policy.

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