Wealth Office Manager - Client Services & Ops

Hillcrest Capital Advisors; Wyckoff (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

Hillcrest Capital Advisors is seeking an Office Manager to oversee day-to-day operations at our Wyckoff, NJ office. The role includes coordinating schedules, maintaining office supplies and equipment, and supporting internal procedures to ensure a professional environment.

You will be the front desk contact for clients and visitors, provide courteous service, assist with basic bookkeeping or reporting tasks, and collaborate with the team on firm events and client-facing activities.

Qualifications

• Strong communication with clients, vendors, and team members.
• Experience with Administrative Assistance and Office Administration.
• Proficiency with office equipment and basic troubleshooting.
• Customer service skills for front desk interactions.
• Comfort with Microsoft Office and data entry.
• Strong organizational skills and attention to detail.
• Ability to work with a small team and maintain confidentiality.
• Prior experience in financial services is preferred but not required.
• High school diploma or equivalent; related coursework is a plus.
• Familiarity with FINRA licensing or openness to obtaining may be considered.

Responsibilities

• Oversee day-to-day office operations and maintain a professional environment.
• Coordinate schedules and meetings; manage office supplies and equipment.
• Support compliance with internal procedures and basic bookkeeping or reporting tasks.
• Serve as the primary point of contact for visitors and clients.
• Provide courteous customer service and direct inquiries appropriately.
• Collaborate with team members to support firm events and client-facing activities.

Skills

Strong communication

Administrative assistance

Office administration

Customer service

Microsoft Office

Data entry

Organizational skills

Confidentiality

Team collaboration

Financial services experience

Education

High school diploma

FINRA licensing preferred/open to obtaining

Tools

Printers and copiers

Phone systems

Job description

Hillcrest Capital Advisors is seeking an Office Manager to oversee day-to-day operations at our Wyckoff, NJ office. The role includes coordinating schedules, maintaining office supplies and equipment, and supporting internal procedures to ensure a professional environment.

You will be the front desk contact for clients and visitors, provide courteous service, assist with basic bookkeeping or reporting tasks, and collaborate with the team on firm events and client-facing activities.