Office Manager / Client Service Associate

We are seeking a dynamic individual to join our growing team in a hybrid role as an Office Manager & Client Service Associate. This role is pivotal in ensuring smooth office operations while delivering top-notch service to our clients. The ideal candidate will have excellent communication skills, a positive attitude, and an eagerness to learn more about the wealth management industry.

Job Requirements

  • Enthusiasm and eagerness to learn are valued over extensive experience.
  • Ability to work both independently and with a team.
  • Strong problem-solving skills and desire to find answers independently.
  • Strong initiative and willingness to take ownership of tasks.
  • Professional demeanor when interacting with colleagues and clients.
  • Excellent organizational and time management skills.
  • Consistently produce high quality work with a strong attention to detail.
  • Proficiency in Google Workspace (Gmail, Drive, Docs, Sheets, Calendar, Meet).
  • Comfortable working with multiple software systems.


  • 2+ years experience in an office management or client/customer service role.
  • 1+ year experience in the financial services, insurance, accounting, or legal industry.
  • Knowledge of basic financial planning concepts.
  • Prefer to work in an office environment.
  • Experience with CRM platform (Salesforce, Redtail).
  • Experience with e-signature software (DocuSign, Adobe Sign).
  • Experience with major custodial platforms (Schwab, TD Ameritrade, Fidelity).
  • Experience with insurance applications and/or the underwriting processes.
  • Experience with financial and wealth management systems (Orion, eMoney).

Office Manager Responsibilities

  • Coordinate and send gifts to clients on behalf of the company, including managing marketing inventory.
  • Organize team social events and coordinate logistics.
  • Arrange meals for team events as needed.
  • Perform data entry and assist with software database cleanup.
  • Send quarterly invoices to clients and track payments.
  • Manage mailing of forms and documents to clients.
  • Manage incoming and outgoing mail.
  • Handle office supply orders and maintain inventory.
  • Answer incoming calls and direct them appropriately.

Client Service Associate Responsibilities

  • Utilize our CRM system and established processes to onboard new households efficiently.
  • Prepare and send paperwork to clients for electronic signature.
  • Send invoices, agreements, and other documents to clients as required.
  • Answer client inquiries and assist with solving their problems.
  • Execute financial transactions accurately and in a timely manner.
  • Update client information and maintain client records in our CRM system.
  • Attend and participate in team meetings, as scheduled.
  • Build positive relationships with clients and team members.


  • Competitive salary commensurate with experience.
  • Comprehensive benefits package including health insurance and retirement plan.
  • Opportunities for professional development and growth within the company.
  • Collaborative and supportive work environment.
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