What are the responsibilities and job description for the Office Coordinator Part Time position at Legacy Talent Partners?
Job Description:
SLK Private Wealth, a Westwood-based RIA with 17 professionals, seeks a proactive Office Manager to oversee office operations, vendor management, HR support, compliance, and client coordination.
Key Responsibilities:
- Office & Admin: Manage facilities, vendors, invoices, IT coordination, and supplies.
- HR & Employee Support: Handle records, payroll, benefits, onboarding, and team events.
- CRM & Data Management: Maintain accurate client records, clean up data, and support advisors.
- Client & Event Coordination: Schedule meetings, manage email distributions, and ensure a professional office environment.
- Compliance & Safety: Maintain workplace policies, conduct safety drills, and oversee security.
Requirements:
- Experience: 5 years in office management, preferably in financial services.
- Skills: Proficient in Microsoft Office, CRM systems (Salesforce, Redtail, etc.), and financial record-keeping.
- HR & Tech: Familiar with employee onboarding, benefits, and basic IT troubleshooting.
- Strong Communication & Organization: Ability to multitask, set priorities, and collaborate effectively.
