Office Manager - Boutique Financial Advisor (Greenwich, CT)

Our client, a Boutique Financial Advisor based in Greenwich, CT, is looking for a Full-Time/Permanent Office Manager to join its growing team. This position is open due to promotion! This person will handle all day-to-day operations of the business with a focus on efficiency and time management , while sitting up front at reception (office line hardly ever rings). Candidates must have a minimum of 2-5+ years of applicable office administrative support experience, ideally within financial services, and a Bachelor's degree is required. Ideal candidates should be smart, extremely polished and professional, proactive/anticipatory, and possess excellent interpersonal and communication skills (both verbal and written).

• Salary depends on experience (70-90k base plus bonus). 100% company paid benefits, 401k (no match), etc.
• Hours are 9:00am-5:00pm. Hybrid work schedule (Monday-Thursday in office / Friday remote), with flexibility as needed.

Responsibilities:

• Provide high-level oversight of day-to-day operations with a flexible, "no task is too big or small" attitude.
• Meet and greet visitors, answer multiple phone lines, and maintain overall office appearance.
• Handle meeting set up for internal and external meetings, including gathering materials and coordinating meals, as needed.
• Manage corporate calendar and troubleshoot scheduling conflicts as they arise.
• Develop organizational procedures and systems for office personnel, including file and project management.
• Responsible for the office equipment, furniture, and office and pantry supplies, including researching vendors and purchasing/ordering.
• Oversee vendors on all issues with respect to the office space.
• Track expenses and create expense reports; coordinate travel logistics (limited volume).
• Manage accounts payable, reconcile credit card bills, and organize expense support.
• Coordinate deliveries and handle incoming/outgoing mail and packages.
• Order and distribute lunch daily.
• Troubleshoot IT/Office Equipment.
• Provide back up to support to CIO/CEO's EA as needed.
• Assist with updating certain presentation materials as directed by key members of the team.
• Maintain proper "inventory" of presentation materials, which includes assembling these materials as requested.
• Organize team building outings as directed by the CIO/CEO, inclusive of a firmwide holiday event.
• Assist with various ad-hoc requests and projects. Work closely with the Head of Business Development, CFO, and COO depending on the task.

Required Qualifications:

• Minimum 2-5+ years of applicable office administrative support experience, ideally within financial services.
  
• Bachelor's degree required.
  
• Strong proficiency/ facility with Microsoft Outlook, Word, Excel, and PowerPoint.
  
• Excellent interpersonal and communication skills (both verbal and written).
  
• Polished and professional.
  
• Smart, proactive, and anticipatory.
  
• Extremely organized and detail oriented.
  
  If you meet the required qualifications and are interested in this role, please apply today.
  
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  About Solomon Page
  
  Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook , and LinkedIn .
  
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