Office Operations Manager

Center for Financial Planning, Inc.®; Farmington Hills (MI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with employer match

Medical, dental, vision, life, and dis

Disability coverage

Paid time off

Parental leave

Volunteer time

Professional development

Competitive salary and incentive-op.

Job summary

The Center for Financial Planning, Inc. in Farmington Hills, MI is seeking an Office Operations Manager who will own finance, operations, HR administration, and employee experience, serving as a key partner to the COO and leadership team.

The role covers payroll, vendor payments, benefits administration, onboarding, PTO tracking, and records management, plus facilities and vendor oversight. You'll drive process improvements and help shape the firm's growth while maintaining service and

Qualifications

• 5+ years in office management, operations, accounting, HR administration, or related experience.
• Strong bookkeeping, payroll, and organizational skills.
• Proficiency with QuickBooks Online and Microsoft Office.
• Ability to manage confidential information professionally.

Responsibilities

• Process payroll, accounts payable, reconciliations, budgeting support, and vendor payments.
• Coordinate benefits administration, onboarding, PTO tracking, and employee records.
• Manage office operations, facilities, vendors, equipment, licenses, and supplies.
• Partner with the COO on strategic initiatives, compliance activities, and process improvements.
• Continuously evaluating systems and processes for improvements and efficiencies.

Skills

Office management

Bookkeeping

Payroll

Organizational skills

Confidential information handling

Education

Bachelor's degree in a related field

Tools

QuickBooks Online

Microsoft Office

Job description

Help Shape the Next Chapter of a Growing Firm

The Center for Financial Planning seeks a highly organized and people-focused professional to own finance, operations, HR administration, and employee experience. This role is a key partner to the COO and leadership team.

About The Center

Our mission is Improving Lives Through Financial Planning Done Right. We believe exceptional service starts with exceptional people.

Position Summary

The Office Operations Manager serves as the central hub for office administration, financial operations, facilities, employee support, and special projects.

Key Responsibilities

• Process payroll, accounts payable, reconciliations, budgeting support, and vendor payments.
• Coordinate benefits administration, onboarding, recruiting support, PTO tracking, and employee records.
• Manage office operations, facilities, vendors, equipment, licenses, and supplies.
• Partner with the COO on strategic initiatives, compliance activities, and process improvements.
• Continuously evaluating systems and processes for improvements and efficiencies.

Required Qualifications

• 5+ years in office management, operations, accounting, HR administration, or related experience.
• Strong bookkeeping, payroll, and organizational skills.
• Proficiency with QuickBooks Online and Microsoft Office.
• Ability to manage confidential information professionally.

Preferred Qualifications

• Professional services or wealth management experience.
• Bachelor's degree in a related field.
• Experience with EOS environments.
• Works best in the office.
• Competitive salary and incentive opportunity.
• 401(k) with employer match.
• Medical, dental, vision, life, and disability coverage.
• Paid time off, parental leave, volunteer time, and professional development.

Why Join The Center?

Our culture is built on Commitment to the Financial Planning Process, Education & Personal Growth, Nice & Kind, Teamwork & Collaboration, Energy & Enthusiasm, and Real & Down to Earth.

We support one another, encourage professional development, celebrate success, and strive to make a meaningful difference in the lives of our clients and teammates.

We have been awarded Crain’s Best Place to Work 2026, Investment News Best Place to Work for Financial Advisers 2026, and several others.

At The Center, we believe great teams are built through diverse perspectives, mutual respect, and genuine collaboration. We are committed to providing equal employment opportunities for all applicants and team members and fostering an environment where everyone feels valued, supported, and empowered to succeed.

Crain's 2026 Detroit Business Best Places to Work in Southeast Michigan, developed by Best Companies Group, is based on evaluating employee surveys and the organizations benefits package. To be considered, the organization must: be a publicly or privately held business, be a for-profit, not-for-profit business or government entity, have a facility in Southeast Michigan, have at least 15 full or part-time employees working in Southeast Michigan, be in business for a minimum of one year, and pay a fee to be considered. 100 of the self-nominated applicants won the award. This ranking was released on 8/20/2026. This recognition is neither an evaluation of services offered, nor a ranking of the Center for Financial Planning associates as investment adviser representatives. The award is not representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's past or future performance. Crain's Detroit Business and/or Best Companies Group are not affiliated with Raymond James.

InvestmentNews 2026 Best Places to Work is based on a dual-component application process. The first step is the collection of data points on company benefits, workplace policies, demographics, and professional development programs (25% of total score). The second step is anonymous employee surveys that evaluate workplace metrics like leadership, compensation, culture, and commitment to diversity (75% of total score). Final winners are chosen by an independent panel of industry leaders. Out of approximately 400 nominations, 75 winners were selected. This ranking is based on the period from 10/11/2024 to 10/10/2025 and was announced on 3/24/2026. This recognition may not be representative of any client's experience, is not an endorsement, and is not indicative of an advisor's or team’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with InvestmentNews or Key Media.