Office Manager

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

We’re hiring an Office Manager to help create the organized, welcoming, and high-functioning environment our clients and team members count on every day. This is a highly visible, hands-on role for someone who takes pride in creating an organized, welcoming, and fully functioning environment where both clients and team members can thrive.

At Bragg, details matter. We value individuals who are proactive, dependable, and service-minded - those who naturally anticipate needs, take ownership of outcomes, and bring a level-headed, solutions-oriented approach to their work. If you are energized by creating order, supporting others, and ensuring things run smoothly, this role may be a great fit.

Why Bragg Financial Advisors?

Founded over 60 years ago by Frank Bragg, our firm has grown into a company with 35+ team members. Our independently owned company is guided by our leadership team which includes both family and non-family employees. While the firm has grown and evolved over time, we remain true to our core principles of providing expert advice with the highest level of personal service and care. We set out to hire good people. Our goal is to always hire experienced, hard-working, good people that do the right thing. Our firm culture is to care for each other so that we can in turn provide the highest level of personal service to our clients.

Our Mission and Core Values

At Bragg, we believe in making financial well-being a reality for our clients, our team, and our community. Our mission drives us to share our gifts deliberately, striving to shape and participate in a better future for ourselves and our fellow citizens.

About the Role

As the Office Manager, you will play a central role in the daily operations of our office, ensuring everything is organized, prepared, and running efficiently. You will help create a professional and welcoming experience for both clients and team members, while taking ownership of office readiness, scheduling coordination, facilities management, and event support.

Key responsibilities include:

• 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

Why You’ll Enjoy This Role:

• High-impact, visible role – Your work directly shapes the daily experience of both clients and teammates
• Team-centered environment – Be part of a collaborative culture that values support and reliability
• Purpose-driven work – Contribute to a firm that prioritizes relationships, service, and doing things the right way
• Medical insurance
• Long-term disability insurance
• 401(k) Plan with company match
• Paid vacation time and holidays
• Other benefits: Health and wellness allowance, charitable giving matching program

Preferred Qualifications:

• 5+ years of administrative, hospitality, or office coordination experience
• Friendly, energetic, and client-service oriented
• Strong written and verbal communication skills
• Proven ability to multitask, stay organized, and manage details
• Comfortable working in a fast-moving team environment
• Experience with event planning or project coordination
• Familiarity with a CRM system (Microsoft Dynamics preferred)
• Creative mindset with an interest or background in marketing or communications
• Quick to learn and navigate new software; able to adapt to and help implement evolving processes and procedures
• Professional demeanor and positive attitude