Client-Focused Office Manager & Events Lead

Waterstone Private Wealth Management; Owasso (OK); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Base salary

Bonus potential

401(k) plus matching

Paid time off

Paid sick time

Health benefits

Great working environment

Job summary

Waterstone Private Wealth Management is seeking an Office Manager to be the heartbeat of the Oklahoma office. You will oversee project coordination, scheduling, client communications, and semi-annual events, serving as the first and last impression for clients.

The role offers growth for initiative-takers and a strong work ethic. You will support advisors with marketing campaigns, client referrals, social media management, and HR-related tasks, ensuring compliance and polished operations in a

Qualifications

• Organized, detail-oriented project management.
• Creative, independent thinker with strong follow-through and work ethic.
• Excellent attitude and an extraordinary client service orientation.
• Must have polished and professional presentation.
• The ability to handle multiple tasks and fast-paced environment.
• Proficient in Excel, Word, PowerPoint and Salesforce.
• Able to work independently and in a team environment.
• Experience coordinating and executing events, conferences and speaking engagements.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.

Responsibilities

• Develop and assist Advisors in the execution of strategic marketing initiatives and campaigns.
• Compose copy for marketing pieces including articles, press releases, blogs, emails, invites and presentations.
• Collaborate with marketing teams to identify new ideas and drive client referrals and new business opportunities.
• Identify ways to expand client referrals and COIs network.
• Manage firm and advisor social media accounts (LinkedIn, Facebook, YouTube, Instagram, Twitter).
• Deploy email campaigns through Salesforce and Constant Contact.
• Quality control and reporting on campaigns' success and improvements.
• Greet clients and ensure a positive in-office experience.
• Make outbound calls to schedule client appointments.
• Plan and execute firm events including invitations, lists, RSVPs, presentations, decor, catering, vendors, transportation, equipment and cost reports.
• Answer calls with exceptional customer service.
• Coordinate client gifts with vendors.
• Ensure regulatory and compliance controls are implemented and maintained.
• Assist with HR materials, policies, and confidential records in the HR system.
• Prepare, run, and track expense reports with proper documentation.
• Maintain client information in the database.
• Lead in setting and meeting project expectations with the team.
• Perform general clerical duties and act as main contact for office operations.
• Provide Executive Assistant support to the President and Senior Wealth Advisor.

Skills

Project management

Client service orientation

Communication

Teamwork

Organizational skills

Tools

Excel

Word

PowerPoint

Salesforce

Job description

Waterstone Private Wealth Management is seeking an Office Manager to be the heartbeat of the Oklahoma office. You will oversee project coordination, scheduling, client communications, and semi-annual events, serving as the first and last impression for clients.

The role offers growth for initiative-takers and a strong work ethic. You will support advisors with marketing campaigns, client referrals, social media management, and HR-related tasks, ensuring compliance and polished operations in a