Client-Focused Office & Operations Lead

Bragg Financial Advisors, Inc.; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Long-term disability insurance

401(k) Plan with company match

Paid vacation time and holidays

Health and wellness allowance

Charitable giving matching program

Job summary

Bragg Financial Advisors, Inc. is seeking an Office Manager to maintain a welcoming, organized, and high-functioning office for clients and team members.

This hands-on role emphasizes proactive scheduling, facilities management, and event support across locations, ensuring reliability and exceptional service. You will greet clients, coordinate meetings, oversee supplies and vendor relationships, and help implement efficient processes to keep daily operations running smoothly in a fast-paced

Qualifications

• 5+ years of administrative or office coordination experience.
• Friendly, energetic, and client-service oriented.
• Strong written and verbal communication skills.
• Experience with event planning or project coordination.
• Familiarity with CRM systems (Microsoft Dynamics preferred).
• Able to multitask in a fast-moving team environment.

Responsibilities

• Prepare and maintain a clean, organized, and fully functional office environment each day.
• Manage meeting schedules, conference room coordination, and client-facing logistics.
• Serve as a front-office presence, greeting clients and creating a welcoming experience.
• Oversee office supplies, equipment, and vendor relationships to ensure seamless operations.
• Coordinate maintenance, repairs, and facilities management across office locations.
• Support team and client events with a high level of attention to detail and hospitality.
• Maintain strong systems and processes to ensure reliability, efficiency, and consistency.

Skills

Office coordination

Client service

Communication skills

Multitasking

Event planning

CRM

Microsoft Dynamics

Marketing mindset

Software adaptability

Professionalism

Tools

Microsoft Dynamics

Job description

Bragg Financial Advisors, Inc. is seeking an Office Manager to maintain a welcoming, organized, and high-functioning office for clients and team members.

This hands-on role emphasizes proactive scheduling, facilities management, and event support across locations, ensuring reliability and exceptional service. You will greet clients, coordinate meetings, oversee supplies and vendor relationships, and help implement efficient processes to keep daily operations running smoothly in a fast-paced