What are the responsibilities and job description for the Office Manager position at Karuna Advisors?
Office Manager (Part-Time)
Karuna Advisors | Menlo Park, CA | Reports to HR Manager
Who we are:
At Karuna Advisors, we provide tax and family office services for wealthy families and founders of companies. Our culture is inclusive, team oriented, curious, fun and driven professionals. We constantly look for ways to improve our efficiency, communication and services to our advisors and clients.
Karuna provides a team of certified public accountants and professionals that have years of experience and in-depth resources to complete the technical expertise as needed. We are trusted business advisors, and our goal is to provide our clients with proactive advice to then make informed, timely decisions.
We use the Enneagram in our practice to understand each other better, including our clients, so that we may deliver information most efficiently and effectively to them.
Who we are looking for:
We’re looking for people who are highly motivated, out-of-the-box thinkers. If you enjoy a challenge and thrive in a fast-paced environment, then you may be the right fit for the role. You will work directly with other members of our team, building a relationship as a trusted leader and resource.
What the job entails:
This is a part-time role (approximately 20 hours per week) that will be on-site in our Menlo Park office.
- Process daily mail accurately, including scanning and sending out client mail to the proper resources
- Deposit checks as needed
- Pay bills for Karuna Advisors
- Maintain internal lists for firm supplies, food, snacks, and drinks that staff enjoy
- Take weekly inventory and order supplies, including COVID tests, as needed
- Order business cards for new or promoted staff
- Order new birthday cards for clients in Q3 every year for the coming year
- Send out client birthday cards every month
- Assist in the coordination of offsites and/or team events, including lunches, hotel reservations, and travel
- Maintain clean kitchen and stock room
- Maintain ownership of work products to ensure they have a polished appearance and are completed with the highest accuracy
- Proactively manage internal firm deadlines in addition to external client deadlines
- Proactively prioritize and manage tasks and projects assigned
- Ability to build and cultivate strong personal relationships with peers in the firm
- Maintain accountability for themselves and all work products
Qualifications:
- 3 years of Office Management or Administration experience
- Possess a professional demeanor and be a positive thinker
- High level of accuracy and strong quantitative skills, along with the highest level of ethics, honesty and integrity
- Excellent written and verbal communication skills
- Strong project management and organization skills and ability to manage competing priorities
- Exhibit professionalism and maintain client confidentiality
- Results driven, self-starter who likes to take on new challenges
- Ability to work effectively both individually and in a team