Office Manager

Evermay Wealth Management – Office Manager

Evermay Wealth Management is a trusted, independent financial planning and investment management firm established in 2009. With offices in Arlington, Virginia Beach, and Gainesville, Evermay Wealth Advisors provide objective advice to help successful families and organizations make smart decisions with their money. We offer competitive compensation, vacation time, paid medical insurance, selective educational sponsorships, profit sharing, and a company-sponsored workout program.

Position Description

The Office Manager will work as an integral member of the Evermay Operations Team, who embodies a client-first mindset. The position will report to and work closely with our Director of Operations with ongoing projects to maintain and improve the firm’s administrative and operational projects and programs, while most importantly ensuring exceptional client experience.

Primary Duties

Front Office Support:

• Greet visitors to our office headquarters and ensure a friendly, personal experience.
• Oversee day-to-day office activities as the main point of contact in the reception area.
• Facilitate catering for client events and staff meetings.
• Answer and transfer phone calls.
• Collect and manage all incoming and outgoing mail and packages.

Account Payables:

• Input payables and process payments.
• Reconcile bank and credit card accounts.
• Process employee reimbursement requests.
• Prepare monthly financial statements, ensuring payables are input prior to month-end, maintain depreciation schedule in coordination with firm’s CPA, maintain pre-paid asset accrual schedule.

Executive Staff Support:

• Provide direct administrative support as needed, including scheduling appointments and events; booking travel; mailing and shipping packages.

Supply Tracking and Ordering:

• Manage office supplies inventory, anticipating needed supplies, and placing orders as necessary.

Intra-Office Support:

• Order and track delivery of holiday cards and gifts for clients and employees.
• Track employee birthdays and anniversaries and set-up celebration events.
• Participate in the planning and execution of company events.

Ad Hoc:

• Ad hoc projects, as assigned by the Director of Operations or Chief Operating Officer.

Qualifications/Skills

• QuickBooks experience preferred
• Proven office management, administrative, or assistant experience
• Excellent time management skills and ability to multitask and prioritize work
• Close attention to detail and follow through
• Creative, proactive problem solving
• Proficient in Microsoft Office (Excel, Word, PowerPoint)

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift

Ability to Commute:

• Arlington, VA 22209 (Required)

Ability to Relocate:

• Arlington, VA 22209: Relocate before starting work (Preferred)

Work Location: In person

Salary : $65,000 - $75,000