Part Time Office Manager

The Mather Group, LLC; Cincinnati (OH); On-site; USD 50,000 - 55,000; Part time

Job summary

A leading investment advisory firm in Cincinnati is seeking a part-time Office Manager. The role involves administrative tasks, client interaction, and maintaining office organization. Ideal candidates should have office management experience and strong communication skills.

Qualifications

• Relevant professional experience in office management required.
• Wealth management/financial services industry knowledge preferred.
• Excellent verbal and written communication skills.

Responsibilities

• Greet guests and assist with their needs in the office.
• Perform administrative support tasks like filing and scanning.
• Manage conference room calendars and coordinate meetings.

Skills

Communication

Organizational Skills

Problem Solving

Time Management

Tools

Microsoft Office Suite

Job description

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The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind.

What we are doing differently is educating our clients on what fiduciary responsibility really means, at a time when it is more important than ever.

OUR CORE VALUES

Continuously seek knowledge to provide innovative, tailored advice.

Humility

Value client perspectives to build strong, trust-based relationships.

Accountability

Deliver on promises with transparent communication and responsible actions.

Respect

Foster an inclusive environment where all clients feel heard, valued, and appreciated.

Resilience

Adapt and thrive amidst challenges, providing stability, and peace of mind.

Elevate

Continuously seek ways to add value and exceed client expectations.

ROLE INFORMATION

• Status: Part-Time (In-office)
• Compensation Structure: Base Salary + Bonus
• Reports to: Carol Hoffman, Wealth Advisor

As an Office Manager/Administrator – Cincinnati, you will be responsible for:

• Responsible for creating a positive first and last impression through promptly greeting all guests upon their arrival, escorting them to specific destinations, and assisting with any needs while in the office.
• Answer and direct incoming calls, assist with guest/client relations.
• Perform administrative support tasks such as proofreading, copying, filing, scanning materials, creating presentation materials, etc.
• Support Prospect and Client meeting preparation and follow-up actions.
• Ensure the office area is properly maintained and organized (cleanliness, fully stocked with supplies, etc.).
• Order office and kitchen supplies with TMG Chicago Office Manager/Administrator.
• Coordinate various vendor service and deliveries.
• Ensure the maintenance and security of confidential files and records in compliance with company policies and data protection regulations.
• Manage conference room calendars, set-up for meetings, ensure fully functioning technology and coordinate repair/maintenance as needed.
• Coordinate food/meals for office meetings or gatherings.
• Liaise with facility management vendors, including cleaning and security services.
• Assist with ordering of company materials such as business cards, stationery, etc.
• Ensure all offices are cared for, acting as point person for various needs for the office (e.g., general facilities requests).
• Collect all incoming mail, sign for packages, sorting and distribution, and prepare outbound mailing, shipping, and courier delivery needs.
• Assist with other office duties and ad-hoc projects as needed.

The ideal candidate will possess the following qualifications and attributes:

• Relevant professional experience in office management/administrator experience is required.
• Wealth management/financial services industry knowledge (or experience) is preferred.
• Ability to obtain a Notary license.
• Self-starter, ability to work autonomously with minimal supervision.
• Ability to multi-task, prioritize to-dos, and maintain an organized, clean office environment.
• Problem-solver with strong interpersonal and decision-making skills and follow through.
• Ability to treat confidential information with appropriate discretion.
• Ability to work effectively with others.
• Excellent verbal and written communication skills.
• Strong organizational skills and ability to multitask with attention to detail.
• Time management and ability to meet deadlines.
• High attention to detail and professionalism.
• Proficiency in Microsoft Office Suite required.
• Maintain strict employee and client confidentiality.
• Maintain a courteous and professional attitude and workstation.
• Ability to learn new software.
• Knowledge of standard office equipment and basic troubleshooting.

TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Part-time

Job function

• Job function

  Administrative and Customer Service

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