Private Equity Office Manager

Private Equity Office Manager

Office Manager / Executive Projects Lead

Location : Houston, TX (100% In-Office)

Job Duties :

Office & Operations Management

Keep the office running? professional, efficient, and full of positive energy.

Manage vendors, supplies, facilities, and tech coordination.

Support operational and compliance workflows within our wealth management systems.

Executive Support & Project Management

Serve as the execution engine for the CEO ? taking key projects from idea to completion.

Coordinate cross-team initiatives, track progress, and ensure deadlines are met.

Prepare materials, updates, and reports for leadership and client meetings.

Handle special projects and ensure timely follow-up.

Financial Acumen

Coordinate employee benefits and payroll with outsourced providers.

Manage client billing with precision and accuracy.

Culture & Team Engagement

Plan team events, retreats, and celebrations that strengthen our culture.

Foster a high-performance, collaborative, and positive office environment.

Qualifications :

5?10 years of experience in office management, executive support, or project management (experience in financial services or entrepreneurial firms is a major plus).

A natural self-starter with strong organizational skills and meticulous attention to detail.

Someone who moves fast, follows through, and thrives under pressure.

Comfortable working directly with executives ? always keeping them one step ahead.

Demonstrated ability to handle sensitive and confidential information with professionalism.

QuickBooks or basic accounting experience preferred.

Familiarity with EOS or similar operating systems a plus.

Tech-savvy ? fluent in Microsoft Office, Outlook, and CRM tools.

Interested candidates please send resume in Word format Please reference job code 136064 when responding to this ad.

Desired Skills and Experience

Private Equity Office Manager

Office Manager / Executive Projects Lead

Location : Houston, TX (100% In-Office)

Job Duties :

Office & Operations Management

Keep the office running? professional, efficient, and full of positive energy.

Manage vendors, supplies, facilities, and tech coordination.

Support operational and compliance workflows within our wealth management systems.

Executive Support & Project Management

Serve as the execution engine for the CEO ? taking key projects from idea to completion.

Coordinate cross-team initiatives, track progress, and ensure deadlines are met.

Prepare materials, updates, and reports for leadership and client meetings.

Handle special projects and ensure timely follow-up.

Financial Acumen

Coordinate employee benefits and payroll with outsourced providers.

Manage client billing with precision and accuracy.

Culture & Team Engagement

Plan team events, retreats, and celebrations that strengthen our culture.

Foster a high-performance, collaborative, and positive office environment.

Qualifications :

5?10 years of experience in office management, executive support, or project management (experience in financial services or entrepreneurial firms is a major plus).

A natural self-starter with strong organizational skills and meticulous attention to detail.

Someone who moves fast, follows through, and thrives under pressure.

Comfortable working directly with executives ? always keeping them one step ahead.

Demonstrated ability to handle sensitive and confidential information with professionalism.

QuickBooks or basic accounting experience preferred.

Familiarity with EOS or similar operating systems a plus.

Tech-savvy ? fluent in Microsoft Office, Outlook, and CRM tools.