Office Manager

Office Manager

As an Office Manager, you will be the face of the office, responsible for greeting and accommodating all visitors and managing incoming calls. You will oversee the administrative environment, ensuring smooth operations, maintaining supplies, and presenting a professional image.

Responsibilities :

• Manage and coordinate schedules for the president, two wealth advisors, and the director of business operations & compliance.
• Handle scheduling and communications related to business partners, prospects, and clients.
• Organize client review meetings, ensuring each client has at least one review meeting each year.
• Perform administrative tasks such as note-taking during meetings, preparing correspondence, managing filing systems, handling mail, coordinating with vendors, and ordering office supplies.
• Manage bill payments, receipt / invoice management, light reconciliations of credit cards, and bookkeeping.
• Serve as a 'power user' of the CRM system, ensuring clear data entry and helping the team use the CRM effectively.
• Assist in planning and executing events and educational workshops.
• Complete special projects as assigned and assist team members on various projects.

Essential Skills :

Additional Skills & Qualifications :

Work Environment :

This role requires working in-office Monday through Friday from 8 : 30 AM to 4 : 30 PM. The work environment encourages professional development and offers opportunities for organic growth. Benefits include a 401(k) plan and paid time off (PTO).

Job Type & Location :

This is a Contract to Hire position based out of Cockeysville, MD.

Pay and Benefits :

The pay range for this position is $26.00 - $28.84 / hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following :

Application Deadline :

This position is anticipated to close on Nov 20, 2025.