Demo

Office Manager

Legacy Talent Partners
Westwood, CA Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/29/2025

Office Manager – SLK Private Wealth (Westwood, Los Angeles, CA | On-Site)

Salary : $70-90K (DOE) | Benefits : Health insurance, 401(k) with employer contribution, generous PTO, fitness discounts, collaborative work environment

About the Role

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.

Qualifications

  • 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.
  • Join our dynamic team and help drive efficiency at SLK Private Wealth!

    Salary : $70,000 - $90,000

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