Office Manager/Business Manager

Bill Good Marketing; Atlanta (GA); On-site; USD 90,000 - 105,000; Full time

Benefits offered by this job

Salary ranging from $90,000 to $105,00

Quarterly performance bonus

Employer-paid medical insurance (50%)

Group life insurance

Long-term disability

Safe Harbor 401(k) with match

PTO starting at 10 days

Job summary

finoBlue Planning Group in Atlanta seeks an Office Manager to own the business side of the practice and enable advisors to focus on client service. You will run HR, payroll, compliance, vendor relationships, and day-to-day operations for a small team under the principal advisor.

You’ll lead HR processes, keep the employee handbook current, coordinate performance reviews, and drive business planning and strategy. Strong organizational and communication skills are essential.

Qualifications

• 3+ years of experience managing an office, a team, or business operations in a professional services environment.
• Hands-on HR experience: hiring, onboarding, payroll, benefits administration, and performance management.
• Organized with the ability to juggle competing priorities.
• Clear written and verbal communication.
• Comfortable with technology and quick to learn new systems.

Responsibilities

• Manage HR for a team of 5-6 people, onboarding, files, benefits, payroll, PTO tracking, and performance reviews.
• Supervise daily operations: scheduling, workflow, supplies, vendor coordination, and office efficiency.
• Coordinate compliance with broker-dealer (Raymond James): branch compliance, audits, CE tracking, gift log management, and licensing requirements review.
• Support business planning: annual plan, track progress, marketing/calendar, and ensure actions happen on schedule.
• Lead people: conduct team meetings, support development, resolve conflicts, and foster a positive culture.

Skills

HR management

Payroll processing

Compliance coordination

Vendor management

People leadership

Communication skills

HR policies

Education

Bachelor's degree in business or HR

Tools

Salesforce

CRM systems

Raymond James systems

Job description

Your next role should be one where you actually run things.

finoBlue Planning Group is a growing wealth management firm in Atlanta advising on approximately $380 million in assets for clients who trust us with their financial futures. Our team is small, our standards are high, and our culture is built on doing right by the people we serve. We're looking for an Office Manager who can take ownership of the business side of the practice so our advisors can focus on what they do best: taking care of clients.

This is not an admin role. This is the person who keeps the entire operation running. You'll manage HR, payroll, compliance coordination, vendor relationships, and the day-to-day flow of a professional office. You'll supervise a small team, own the employee handbook, coordinate performance reviews, and work directly with the principal advisor on business planning and strategy. If you're the kind of person who sees a broken process and fixes it before anyone asks, you'll thrive here.

What you'll actually do

You manage HR for a team of 5-6 people. That means onboarding new hires, maintaining employee files, coordinating benefits, running payroll, handling PTO tracking, and managing the performance review process. You don't need to be an HR attorney, but you should know enough to keep the firm compliant and the team supported. One of your early priorities will be evaluating our current benefits package and bringing recommendations to make it stronger for the team.

You supervise daily operations. That includes team scheduling, workflow coordination, office supply management, vendor coordination, and making sure the office runs smoothly from the moment the phones turn on until the last light goes off.

You handle compliance coordination. You'll work with our broker-dealer (Raymond James) on branch compliance, audit preparation, CE tracking, and gift log management. You'll make sure marketing materials are submitted for approval and that the team stays current on licensing and regulatory requirements.

You support business planning. You'll help coordinate the annual business plan, track progress against goals, maintain the marketing and event calendar, and make sure things that need to happen actually happen on schedule.

You will be a people leader. You'll conduct team meetings, support professional development, manage conflict resolution when it comes up, and maintain a culture where people want to show up and do good work.

What we’re looking for

Must-haves:

• You have 3+ years of experience managing an office, a team, or business operations in a professional services environment.
• You have hands‑on experience with HR functions: hiring, onboarding, payroll, benefits administration, and performance management.
• You’re organized enough to juggle competing priorities without dropping anything important.
• You communicate clearly in writing and in person.
• You’re comfortable with technology and can learn new systems quickly.

Nice-to-haves:

• Experience in financial services, wealth management, or a broker‑dealer environment.
• Familiarity with Raymond James systems or similar BD platforms.
• Experience with CRM systems (we use Salesforce).
• A bachelor’s degree in business, HR, or a related field.
• PHR, SHRM‑CP, or similar HR certification.

What you get

Salary: $90,000 to $105,000 depending on experience, plus quarterly performance bonus. Benefits include medical (50% employer‑paid for employee coverage), employer‑paid group life and long‑term disability, Safe Harbor 401(k) with match, and PTO starting at 10 days (increasing with tenure). You'll work in a professional, collaborative office environment with a team that genuinely cares about doing good work.

finoBlue Planning Group is an equal opportunity employer.