Office Manager at Finance Firm - San Carlos, CA - Up to $150KMichael Page • San Carlos, CA, US
Office Manager at Finance Firm - San Carlos, CA - Up to $150K
Michael Page • San Carlos, CA, US
30+ days ago
Job type
- Full-time
Job description8+ years in financial services, 3+ in a leadership role Strong organizational, client service, and communication skills Proficient in MS Office; experience with RedTail, Albridge, Riskalyze, and eMoney is a plus Able to commute to the office in-person in San Carlos, CA Competitive salary of $120K - $150K depending upon years of experience. Discretionary bonuses. Hybrid flexibility. Opportunity to work with a close-knit team at a boutique financial services firm.
Office Manager at Finance Firm - San Carlos, CA
A boutique finance firm is seeking an Office Manager to join their team hybridly in San Carlos. Salary is up to $150K with discretionary bonus depending on years of experience.
Job Description
- Manage client onboarding and account setup
- Oversee appointment prep, follow-up, and service execution
- Maintain operational systems, compliance, and workflow efficiencies
- Plan and execute client marketing events
- Lead, train, and review performance of support staff
- Support HR, payroll, and hiring processes in collaboration with leadership
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Finance Manager • San Carlos, CA, US