Office Management Associate - Wealth Advisory Ops

Beacon Pointe; Warsaw (IN); On-site; USD 42,000 - 64,000; Full time

Job summary

Beacon Pointe Advisors is seeking an Office Management Associate in Warsaw, IN to support daily operations and general office management. You will assist wealth management professionals serving high net worth clients and large institutions with meetings, communications, and logistics.

The role emphasizes coordination of client communications, event support, and collaboration with marketing and compliance to ensure timely, professional materials.

Qualifications

• Four-year college degree or equivalent experience.
• Excellent interpersonal and verbal/written skills.
• Strong attention to detail with excellent organization.
• Proficiency in Microsoft Office applications.

Responsibilities

• Answering incoming calls and directing them appropriately; manage day/evening voicemail.
• Schedule Client Meetings using Calendly and other channels.
• Prepare for client meetings by assembling statements, printing and binding deliverables.
• Handle mail, faxes, and maintenance of office equipment; daily overnight package drop off.
• Assist with travel arrangements and coordinating meetings as directed by partners.

Skills

Interpersonal skills

Verbal communication

Written communication

Detail oriented

Organization

Multi-tasking

Education

Four-year college degree

Tools

Microsoft Office

Job description

Beacon Pointe Advisors is seeking an Office Management Associate in Warsaw, IN to support daily operations and general office management. You will assist wealth management professionals serving high net worth clients and large institutions with meetings, communications, and logistics.

The role emphasizes coordination of client communications, event support, and collaboration with marketing and compliance to ensure timely, professional materials.