Wealth Management Back Office Ops Lead (Flexible Hours)

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

Benefits offered by this job

Flexible hours

Great benefits

Job summary

LeoForce in El Segundo, CA is seeking an experienced Office Manager to oversee daily operations, support back-office functions, and lead a small administrative team in a fast-paced wealth management environment.

The ideal candidate has 5+ years in operations, a Bachelor's degree in Business Administration, Finance, Accounting, or related field, Series 6/63, and advanced MS Office skills (Excel/PowerPoint). The role offers a competitive salary of $80,000–$100,000 and comprehensive benefits.

Qualifications

• Minimum 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.

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

Education

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

Tools

MS Office

Excel

PowerPoint

Job description

LeoForce in El Segundo, CA is seeking an experienced Office Manager to oversee daily operations, support back-office functions, and lead a small administrative team in a fast-paced wealth management environment.

The ideal candidate has 5+ years in operations, a Bachelor's degree in Business Administration, Finance, Accounting, or related field, Series 6/63, and advanced MS Office skills (Excel/PowerPoint). The role offers a competitive salary of $80,000–$100,000 and comprehensive benefits.