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 experienced Office Manager/Operations Associate in El Segundo, CA to support back-office and client services in a wealth management setting. The role requires a minimum of 5 years in operations and a Series 6/63 license is desirable.

Salary ranges from $80,000 to $100,000 with flexible hours and strong benefits. Responsibilities include overseeing daily operations, budgeting coordination, regulatory compliance, and staff leadership while maintaining professional relationships

Qualifications

• Minimum 5 years in an operations role or similar.
• Bachelor’s degree in Business Administration, Finance, Accounting, or related field.
• Series 6/63 license is preferred.
• Proficient in MS Office with advanced Excel and PowerPoint skills.
• Strong knowledge of office management procedures and policies.

Responsibilities

• Oversee daily operations and manage administrative staff.
• Coordinate with finance to track budgets and expenses.
• Ensure compliance with local, state, and federal financial regulations.
• Implement and maintain office procedures and systems.
• Liaise with staff, suppliers, and clients to maintain professional relationships.
• Prepare regular reports and financial statements.

Skills

Leadership

Communication

Time management

Organizational skills

Education

Bachelor's degree in Business Administration/Finance/Accounting

Tools

MS Office

Excel

PowerPoint

Job description

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

A bit 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

• 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.

Qualifications

• A minimum of 5 years of experience in an operations role.
• Bachelor's degree in Business Administration, Finance, Accounting, or a 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.

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.

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

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.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy