Office Manager

Jobot; El Segundo (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Flexible hours

Great benefits

Job summary

Jobot is seeking an Office Manager/ Operations Associate in El Segundo, CA to support day-to-day back-office and client service functions within a wealth management environment.

The ideal candidate has a minimum of 5 years in operations, a Bachelor's degree in a related field, and Series 6/63 licensing, with strong MS Office skills and leadership abilities.

Qualifications

• Minimum of 5 years of experience in an operations role.
• Bachelor's degree in Business Administration, Finance, Accounting, or related field.
• Series 6/63 licensed.
• Proficiency in MS Office, with exceptional knowledge of Excel and PowerPoint.
• In-depth understanding of office management procedures and departmental and legal policies.
• Familiarity with financial and facilities management principles.
• Excellent organizational and time-management skills.
• Strong leadership and decision-making abilities.
• Excellent communication and interpersonal skills.
• Detail-oriented with a problem-solving mindset.

Responsibilities

• Overseeing daily operations, implementing effective operational strategies and managing the administrative staff.
• Coordinating with the finance department to manage budgets, track expenses and ensure financial efficiency.
• Ensuring compliance with local, state, and federal financial regulations, and maintaining up-to-date knowledge of these laws.
• Implementing and maintaining procedures/office administrative systems.
• Liaising with staff, suppliers, and clients, and maintaining strong, professional relationships.
• Assisting in the preparation of regular reports and presentations, including financial statements.
• Managing office layout and maintaining supplies of stationery and equipment.
• Organizing company events and conferences.
• Ensuring the smooth running of various projects and follow-ups.

Skills

Leadership

Communication

Time management

Problem solving

Education

Bachelor's degree in Business Administration, Finance, Accounting, or related field

Tools

MS Office

Excel

PowerPoint

Job description

Office Manager needed for Wealth Management Firm - Series 6/63 Licensed desired - FLEXIBLE HOURS

Salary: $80,000 - $100,000 per year

About us

A wealth management firm in El Segundo, CA is seeking an Office Manager/ Operations Associate to support day-to-day back-office and client service functions. This is an excellent opportunity for an experienced operations professional who is looking to remain engaged in a fast-paced advisory environment.

Why join us

• Flexible hours
• Great benefits

Job Details

We are an industry-leading wealth management firm seeking a dynamic, experienced, and highly motivated Office Manager. Our ideal candidate will be a professional with a minimum of 5 years of experience in operations.

Responsibilities

• 1. Overseeing daily operations, implementing effective operational strategies and managing the administrative staff.
• 2. Coordinating with the finance department to manage budgets, track expenses and ensure financial efficiency.
• 3. Ensuring compliance with local, state, and federal financial regulations, and maintaining up-to-date knowledge of these laws.
• 4. Implementing and maintaining procedures/office administrative systems.
• 5. Liaising with staff, suppliers, and clients, and maintaining strong, professional relationships.
• 6. Assisting in the preparation of regular reports and presentations, including financial statements.
• 7. Managing office layout and maintaining supplies of stationery and equipment.
• 8. Organizing company events and conferences.
• 9. Ensuring the smooth running of various projects and follow-ups.

Qualifications

• 1. A minimum of 5 years of experience in an operations role.
• 2. Bachelor's degree in Business Administration, Finance, Accounting, or a related field.
• 3. Series 6/63 licensed.
• 4. Proficiency in MS Office, with exceptional knowledge of Excel and PowerPoint.
• 5. In-depth understanding of office management procedures and departmental and legal policies.
• 6. Familiarity with financial and facilities management principles.
• 7. Excellent organizational and time-management skills.
• 8. Strong leadership and decision-making abilities.
• 9. Excellent communication and interpersonal skills.
• 10. Detail-oriented with a problem-solving mindset.

This role offers a competitive salary and benefits package, and the opportunity to grow within a thriving company. If you are a driven professional who excels in a fast-paced environment and enjoys leading a team, we would love to hear from you.

Equal Opportunity and Background Checks

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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