Office Manager

Advanta IRA; Clearwater (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading company in investment management seeks an Office Manager to oversee administrative operations and manage staff in Clearwater, FL. This role involves creating office procedures, ensuring a safe workspace, and maintaining budgets while providing exceptional customer service. Ideal candidates will have strong leadership skills and experience in an administrative environment.

Benefits

Annual reviews of performance and salary

Multiple insurance plans

401(k) with company match

Paid time off with no waiting period

Chair massages weekly

Company lunches

Qualifications

• Experience in managing employees is required.
• Previous experience in administrative or office role is required.
• Knowledge of retirement or financial industries is preferred.

Responsibilities

• Supervise reception and administrative staff.
• Manage day-to-day operations of the corporate office.
• Ensure administrative tasks are completed in a timely manner.

Skills

Organizational skills

Communication skills

Leadership

Problem-solving

Tools

MS Word

Excel

Outlook

Job description

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Location: Advanta IRA- Office in Clearwater, FL 33762

Position is 100% in-office

Start date: mid-July 2025

The Office Manager will supervise reception and administrative staff, manage the day-to-day operations of the corporate office including mail distribution, ordering of office supplies, greeting visitors/vendors, and serving as the building property liaison for maintenance requests. The Office Manager will help to create and maintain office procedures and ensure that the office is a safe and healthy place to work. The Office Manager will assist other corporate departments with tasks and projects as needed.

This position requires an in-office presence Monday through Friday. The ideal candidate will be able to leverage their managerial experience and business acumen to provide professional administrative assistance and superior customer service to individuals at all levels, both internally and externally. The Office Manager should be an organized and excellence-driven team member with outstanding communication skills. As our business is continually evolving, the ideal candidate should be comfortable with change management and be able to adapt to changes in responsibilities.

Primary Job Duties

• Hire, train, and supervise reception and administrative staff.
• Oversee day-to-day administrative operations.
• Ensure administrative tasks are completed in a timely manner
• Oversee facility management, coordinating maintenance, repairs and office supplies.
• Manage office budgets, including tracking expenses and identifying cost-saving opportunities.
• Develop and implement administrative procedures and policies to streamline office operations.
• Maintain and coordinate the reservation calendar for meeting/conference rooms.
• Assist with organizing company events and lunches.
• Maintain security by following set policies and procedures.

Job Expectations

• Demonstrate team leadership by supervising and managing 2-3 employees.
• Foster a positive and collaborative work environment.
• Learn and understand the general services Advanta IRA offers our clients.
• Display a high level of professionalism and outstanding communication skills.
• Function as a dynamic part of the team to ensure the daily office operations run smoothly. Delegate work effectively to optimize team productivity.

Skills, Background, and Talent Required

• Experience in managing employees required .
• Previous experience in administrative or office role required .
• Knowledge of retirement or financial industries preferred .
• Proven ability to motivate and lead a team to achieve results.
• Embrace and exhibit our core values—professionalism, integrity, proactivity, and eagerness.
• Capability to identify and resolve administrative issues efficiently.
• Be exceptionally well organized, analytical, and detail oriented.
• Utilize excellent verbal, written, and interpersonal communication skills.
• Show proficiency in MS Word, Excel, and Outlook.
• Maintain a professional appearance and demeanor.

Employee Benefits Summary

Compensation

• Annual reviews of performance and salary

Multiple insurance plans offered through Blue Cross

• Medical
• Vision
• Prescription coverage
• Options for Health Savings Accounts (HSA)
• Individual and Family plans available

401(k) after 6 months of employment

• Up to a 4% company match

Paid time off

• No waiting period to begin accruing
• 9+ Federal Holiday in addition to PTO
• Rollover up to 40 hours of PTO annually

Additional perks include free chair massages weekly, company lunches, and fun team-building events on and off site!

Company Background

Since 2003, Advanta IRA has served clients nationwide and has become a leading self-directed account administrator. Today, Advanta IRA manages $3 billion in client assets with the expectation of continuing to grow. We act as a third-party administrator and recordkeeper for individuals who self-direct their retirement accounts by investing in alternative assets such as real estate, start-ups, precious metals, and cryptocurrency. Advanta IRA delivers unparalleled one-on-one customer service, industry expertise, and educational tools that help ensure our clients’ success.

For more information about our industry and team culture, please visit our website at AdvantaIRA.com!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Investment Management

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