Michael Page
Office Manager at Finance Firm - San Carlos, CA - Up to $150K
Michael Page, California, Missouri, United States, 65018
Office Manager at Finance Firm - San Carlos, CA - Up to $150K
Join to apply for the
Office Manager at Finance Firm - San Carlos, CA - Up to $150K
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Michael Page Office Manager at Finance Firm - San Carlos, CA - Up to $150K
1 day ago Be among the first 25 applicants Join to apply for the
Office Manager at Finance Firm - San Carlos, CA - Up to $150K
role at
Michael Page Get AI-powered advice on this job and more exclusive features. This range is provided by Michael Page. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$120,000.00/yr - $150,000.00/yr A boutique finance firm is seeking an Office Manager to be responsible for overseeing the daily operations of the firm to ensure efficiency, client satisfaction, and compliance. Additionally they will manage client onboarding, pre/post-appointment workflows, and ongoing service processes. They will support HR functions, coordinate marketing events, implement operational systems, and ensure seamless communication between clients, team members, and external partners. A boutique finance firm is seeking an Office Manager to join their team hybridly in San Carlos. Salary is up to $150K with discretionary bonus depending on years of experience. Description Manage client onboarding and account setup Oversee appointment prep, follow-up, and service execution Maintain operational systems, compliance, and workflow efficiencies Plan and execute client marketing events Lead, train, and review performance of support staff Support HR, payroll, and hiring processes in collaboration with leadership Profile 8+ years in financial services, 3+ in a leadership role Strong organizational, client service, and communication skills Proficient in MS Office; experience with RedTail, Albridge, Riskalyze, and eMoney is a plus Able to commute to the office in-person in San Carlos, CA Job Offer Competitive salary of $120K - $150K depending upon years of experience. Discretionary bonuses. Hybrid flexibility. Opportunity to work with a close-knit team at a boutique financial services firm.
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Human Resources Industries Banking, Capital Markets, and Financial Services Referrals increase your chances of interviewing at Michael Page by 2x Sign in to set job alerts for “Office Manager” roles.
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San Mateo County, CA $130,000.00-$160,000.00 2 weeks ago Redwood City, CA $90,000.00-$125,000.00 1 week ago San Mateo, CA $80,000.00-$85,000.00 2 weeks ago Redwood City, CA $17.55-$19.00 3 weeks ago Redwood City, CA $17.55-$19.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Join to apply for the
Office Manager at Finance Firm - San Carlos, CA - Up to $150K
role at
Michael Page Office Manager at Finance Firm - San Carlos, CA - Up to $150K
1 day ago Be among the first 25 applicants Join to apply for the
Office Manager at Finance Firm - San Carlos, CA - Up to $150K
role at
Michael Page Get AI-powered advice on this job and more exclusive features. This range is provided by Michael Page. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$120,000.00/yr - $150,000.00/yr A boutique finance firm is seeking an Office Manager to be responsible for overseeing the daily operations of the firm to ensure efficiency, client satisfaction, and compliance. Additionally they will manage client onboarding, pre/post-appointment workflows, and ongoing service processes. They will support HR functions, coordinate marketing events, implement operational systems, and ensure seamless communication between clients, team members, and external partners. A boutique finance firm is seeking an Office Manager to join their team hybridly in San Carlos. Salary is up to $150K with discretionary bonus depending on years of experience. Description Manage client onboarding and account setup Oversee appointment prep, follow-up, and service execution Maintain operational systems, compliance, and workflow efficiencies Plan and execute client marketing events Lead, train, and review performance of support staff Support HR, payroll, and hiring processes in collaboration with leadership Profile 8+ years in financial services, 3+ in a leadership role Strong organizational, client service, and communication skills Proficient in MS Office; experience with RedTail, Albridge, Riskalyze, and eMoney is a plus Able to commute to the office in-person in San Carlos, CA Job Offer Competitive salary of $120K - $150K depending upon years of experience. Discretionary bonuses. Hybrid flexibility. Opportunity to work with a close-knit team at a boutique financial services firm.
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Human Resources Industries Banking, Capital Markets, and Financial Services Referrals increase your chances of interviewing at Michael Page by 2x Sign in to set job alerts for “Office Manager” roles.
Executive Assistant to Managing Partners - Venture Capital
Family Personal Assistant/Estate Manager to UHNW Family
San Mateo County, CA $130,000.00-$160,000.00 2 weeks ago Redwood City, CA $90,000.00-$125,000.00 1 week ago San Mateo, CA $80,000.00-$85,000.00 2 weeks ago Redwood City, CA $17.55-$19.00 3 weeks ago Redwood City, CA $17.55-$19.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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