Executive Office Manager

Position Overview:Our client, a private wealth management firm and RIA, is seeking an office manager to support employee relations, firm communications, payroll and benefits, record keeping, and compliance. This position can lead to upward mobility within the firm. Key responsibilities include, but are not limited to, the following: *Maintaining employee records and documents through data entry, filing, storage, updating and purging to ensure integrity and accuracy of information in accordance with local, state, and federal regulations *Assisting with payroll activities and adhering to all payroll compliance requirements for each state that we have employees *Assisting with guiding employees through various human resource processes and answering questions regarding the firm's policies and procedures *Distributing and monitoring employee performance evaluations and ensure these are completed in a timely manner *Working closely with benefits brokers and managing new employee benefit options as well as conducting annual firm wide open enrollment *Processing monthly billings from service providers *Supporting the team's marketing strategy by maintaining and ordering promotional merchandise and planning client events *Assisting with the firm's compliance processes and communication requirements to all employees *Ensuring workman's compensation guidelines are current and handling yearend audit *Assisting the Client Services Team with new client onboarding tasks and current client requests *Performing outreach to community sources as needed Qualifications: *Bachelor's degree in Business, in business, accounting, or other related field *At least two years of professional work experience *Strong analytical ability and demonstrated sound judgment in dealing with employees *Highly organized and exceptional verbal and written communication skills *Excellent decision-making capabilities with the ability to independently manage and interpret data *Very high attention to detail *Proficiency using Word, Excel and PowerPoint *Team player with the flexibility to independently manage work and complete time sensitive tasks *High professional standards, honesty, and integrity Candidates for this role will have a history of exceptional employee relations, attention to detail and high achievement. The ideal candidate has excellent organizational and people skills and feels comfortable working in a professional environment.

Created: 2025-02-21