Office Manager

Are you mission-driven, service-oriented, and energized by variety in your day? Do you love creating structure, supporting big-picture goals, and helping a business thrive?Our client, a growing, purpose-driven financial advisory firm passionate about client service, is looking for a collaborative, all-hands-in Office Manager to help scale their business.  You'll work directly with the founder as a trusted right hand, providing essential administrative and operational support to keep their office running smoothly and clients well-served.In this role, youll wear many hats - supporting marketing efforts, organizing educational events, managing client communication, overseeing daily office functions, and keeping systems and processes running smoothly. You'll be a reliable partner and proactive problem-solver, someone who thrives on making things happen and genuinely enjoys helping others succeed.What You'll DoSupport the founder in running day-to-day office operations - translating vision into action, managing competing priorities, and keeping initiatives moving forwardEnsure the office runs efficiently and internal processes are consistent, streamlined, and documentedOversee client communication and follow-up, helping to create a high-touch, service-oriented experienceCollect, organize, and input client data; assist with research, preparation, and case developmentMaintain and improve internal systems - managing the CRM, file management, and workflows that keep the business on trackCoordinate branding, marketing, and communications activities, including social media updates and outreach campaignsPlan and coordinate events such as dinner seminars and educational workshops, handling logistics and follow-throughLead or support special projects that improve organization, enhance client service, or increase efficiencyServe as a trusted administrative partner to the founder - anticipating needs and offering ideas or solutionsPotential to oversee additional support staff as the business What You'll NeedA strategic mindset with the ability to manage details, systems, and moving partsStrong technology aptitude and comfort learning new tools (AI, CRM, scheduling platforms, etc.)Excellent communication, organization, and follow-throughExperience in office administration, client service, or small business support (financial services experience is a plus)Confidence working independently and collaboratively in a fast-paced, professional settingA service-oriented approach and a genuine passion for helping others succeedAlignment with our mission of supporting financial wellness and independenceWhy Join Us?You'll make a meaningful impact by helping people feel confident and secure in their financial future - especially those often overlooked by traditional firms.You'll work in a collaborative, respectful environment where your voice mattersYou'll play a key role in growing a purpose-driven firm that's making a real differenceYou'll enjoy variety in your day and the chance to wear many hatsYou'll be supported, trusted, and appreciated for the work you doCompensation & Benefits Include:Competitive salary with performance-based bonus potentialHealth benefits and a retirement plan to support your futureA mission-driven team culture that values growth, service, and mutual respectDetailsLocation: Onsite in our bright, welcoming Tucson officeSchedule: Full-time, Monday-Friday, 8:30-5:30 with occasional evening eventsIf you thrive on bringing clarity to complexity, are driven by a heart for service and a commitment to excellence, and want to help build something meaningful, we'd love to hear from you! 

Created: 2025-06-09