Financial Services Office Manager - Client & Ops Lead

Fitchburg Chamber; Fitchburg, Northern (WI, KY); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

PTO & holidays

Retirement plan

401(k) / profit sharing

Health, vision and dental

Job summary

The Fitchburg Chamber seeks an experienced Office Manager to oversee day-to-day administrative and operational tasks for a small financial advisory practice in Fitchburg, Wisconsin. You will coordinate client service, office administration, compliance support, scheduling, and business operations with confidentiality and professionalism.

Ideal candidates are highly organized, detail-focused, and capable of managing multiple priorities, with strong communication skills and proficiency in Microsoft

Qualifications

• Associate's degree or equivalent work experience.
• 3+ years of office management, administrative management, or client service experience.
• Excellent written and verbal communication abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Ability to handle confidential information with discretion.

Responsibilities

• Oversee daily office operations to maintain an efficient, professional environment.
• Maintain office systems, supplies, equipment, and vendor relationships.
• Develop and improve administrative processes and workflows.
• Coordinate office maintenance, technology support, and facility needs.
• Maintain business records and documentation per firm policies.
• Serve as the first point of contact for clients, prospects, and partners.
• Assist with scheduling client meetings, reviews, and appointments.
• Prepare client meeting materials and ensure all documentation is complete.
• Respond to client inquiries and coordinate follow-up requests.
• Maintain accurate client records in CRM and document management systems.
• Deliver a high level of professionalism and client care.
• Assist advisors with onboarding new clients and processing account paperwork.
• Coordinate account transfers, beneficiary updates, and service requests.
• Track outstanding paperwork and ensure timely completion.
• Support advisors in preparing reports, presentations, and client communications.
• Assist with event planning, seminars, and client appreciation activities.
• Support compliance procedures and documentation requirements.
• Maintain confidential client information and ensure proper record retention.
• Assist with audits, regulatory reviews, and compliance reporting as needed.
• Monitor administrative processes to ensure adherence to firm policies and regulations.
• Manage accounts payable, vendor invoices, and office expenses.
• Onboarding and training of new staff.

Skills

Office management

Organization

Project management

Excellent communication

Discretion / confidentiality

Attention to detail

Client service

Education

Associate's degree or equivalent

Tools

Microsoft Office Suite

Job description

The Fitchburg Chamber seeks an experienced Office Manager to oversee day-to-day administrative and operational tasks for a small financial advisory practice in Fitchburg, Wisconsin. You will coordinate client service, office administration, compliance support, scheduling, and business operations with confidentiality and professionalism.

Ideal candidates are highly organized, detail-focused, and capable of managing multiple priorities, with strong communication skills and proficiency in Microsoft