Arkansas Staffing
Office Manager - Finance
Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Registered Investment Advisory (RIA) firm specializing in retirement planning and investment supervisory services. They are seeking a professional, detail-oriented Office Manager - Finance to join their established and growing team in San Ramon. This role is ideal for someone who can confidently oversee office operations while also handling firm-level accounting responsibilities such as accounts payable. As the first point of contact for many day-to-day operations, the Office Manager plays an essential role in supporting both the internal team and the firm's high-net-worth clientele. Key Responsibilities Office Management: Oversee the day-to-day operations of the office, including supplies, scheduling, vendor coordination, and office upkeep. Accounting & Finance Support: Manage accounts payable, support reconciliations, and assist with financial reporting through QuickBooks. Payroll & HR Support: Partner with leadership to support payroll, onboarding, and benefits administration. Technology Coordination: Provide basic IT troubleshooting and work with external vendors as needed. Executive & Team Support: Serve as a resource to firm leadership and staff, ensuring smooth operations across departments. Special Projects: Lead or support firm-wide projects as needed in partnership with Operations leadership. Requirements 2+ years of experience in office management, finance operations, or administrative leadership. Strong accounting experience (AP/AR, reconciliations, QuickBooks preferred). Prior experience in Financial Servicesespecially within Wealth Management or an RIAis highly valued. Proficiency with Microsoft Excel; QuickBooks experience strongly preferred. Excellent organizational skills and attention to detail. Professional presence, with the ability to interact confidently with high-net-worth clients and senior leadership. Positive, adaptable, and team-oriented mindsetable to wear multiple hats in a growing firm.
Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Registered Investment Advisory (RIA) firm specializing in retirement planning and investment supervisory services. They are seeking a professional, detail-oriented Office Manager - Finance to join their established and growing team in San Ramon. This role is ideal for someone who can confidently oversee office operations while also handling firm-level accounting responsibilities such as accounts payable. As the first point of contact for many day-to-day operations, the Office Manager plays an essential role in supporting both the internal team and the firm's high-net-worth clientele. Key Responsibilities Office Management: Oversee the day-to-day operations of the office, including supplies, scheduling, vendor coordination, and office upkeep. Accounting & Finance Support: Manage accounts payable, support reconciliations, and assist with financial reporting through QuickBooks. Payroll & HR Support: Partner with leadership to support payroll, onboarding, and benefits administration. Technology Coordination: Provide basic IT troubleshooting and work with external vendors as needed. Executive & Team Support: Serve as a resource to firm leadership and staff, ensuring smooth operations across departments. Special Projects: Lead or support firm-wide projects as needed in partnership with Operations leadership. Requirements 2+ years of experience in office management, finance operations, or administrative leadership. Strong accounting experience (AP/AR, reconciliations, QuickBooks preferred). Prior experience in Financial Servicesespecially within Wealth Management or an RIAis highly valued. Proficiency with Microsoft Excel; QuickBooks experience strongly preferred. Excellent organizational skills and attention to detail. Professional presence, with the ability to interact confidently with high-net-worth clients and senior leadership. Positive, adaptable, and team-oriented mindsetable to wear multiple hats in a growing firm.