Description
Our client, Strategic Financial Services is looking for an Office Manager who will play a critical role in maintaining the smooth operation of our office, overseeing day-to-day activities, and ensuring our financial and operational processes are efficient. This position will support our growing team by managing general bookkeeping, client billing, vendor relationships, office operations, and facilities management. The Office Manager will also serve as the liaison between the firm's financial records and the outsourced Chief Financial Officer (CFO), while assisting the internal COO. Additionally, the Office Manager will coordinate payroll and compensation activities with the firm's outsourced payroll provider and provide support for compliance-related activities. The company was recently named the #1 Place to Work for Financial Advisers by InvestmentNews!
FIRM VALUES :
CORE RESPONSIBILITIES :
General Bookkeeping and Client Billing :
Maintain accurate financial records, including tracking expenses and managing accounts payable and receivable.Handle client billing, ensuring timely and accurate invoicing.Assist the outsourced CFO and internal COO with financial tasks as needed.Financial Records and CFO / COO Liaison :
Serve as the primary liaison between the company's financial records and the outsourced CFO.Partner with the firm's accounting firm for the timely filing of taxes and other financial obligations.Assist the outsourced CFO and internal COO in tracking financial performance, budgeting, and cash flow analysis.Ensure financial documentation is organized and accessible for auditing and compliance purposes.Day-to-Day Office Operations & Facilities Management :
Oversee office supplies, equipment, and general office upkeep.Coordinate necessary repairs and maintenance with contractors to ensure the office remains functional and efficient.Manage relationships with contractors and suppliers for office services, ensuring cost-effective solutions.Vendor Management :
Monitor contract durations, renewal dates, and associated costs to ensure accurate budgeting and financial planning.Conduct due diligence on vendors to ensure privacy and security standards are met, in line with compliance requirements.Maintain documentation for vendor contracts and compliance assessments to support financial and regulatory reviews.Payroll and Compensation Coordination :
Coordinate payroll activities with the firm's outsourced payroll provider.Ensure all payroll changes, including new hires, terminations, and salary adjustments, are processed accurately and on time.Assist with tracking employee benefits and liaising with the HR team as needed.Compliance Support :
Provide administrative support for compliance-related tasks, including document management and tracking compliance deadlines.Assist in preparing compliance reports and audits as required.Ensure compliance records are up to date and available for regulatory reviews.TECHNICAL SKILLS :
Strong organizational skills with attention to detail.Proficiency in accounting software and Microsoft Office Suite.Excellent communication and interpersonal skills.Ability to manage multiple priorities and work under tight deadlines.Experience working with payroll systems like ADP, preferred.Familiarity with accounting software like QuickBooks, preferred.REQUIREMENTS :
Bachelor's Degree in business administration, finance, or a related field (preferred).In addition to working with a team of highly competent professionals in a growing firm, benefits include :
Opportunity to make an impact on client's lifelong financial goals.Supportive leadership team dedicated to our culture of learning and professional development.Career mapping and mentorshipOpportunity to grow personally and professionallyCompetitive salary and health benefits401KPaid time offBASE SALARY RANGE : $55,000-$80,000 plus performance-based
Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.
Salary : $55,000 - $80,000
