firstPRO 360
Office Manager – Wealth Management Firm
FirstPRO360 is seeking an Office Manager with a top wealth management firm in Boston. The ideal candidate will have a Bachelor's degree and 3+ years of experience in office administration or a client‑facing environment. This position plays a key part in creating a welcoming workplace atmosphere by managing day‑to‑day operations, overseeing premium client experiences, and serving as the primary liaison between staff, leadership, and vendors.
Base Pay Range $75,000.00/yr - $85,000.00/yr
Sells
Top notch leadership team!
Growth
Responsibilities
Manage daily office operations to ensure a seamless, organized, and professional environment—including supply replenishment, equipment checks, appearance standards, and general workspace upkeep.
Cultivate a warm, welcoming, and hospitality‑driven atmosphere, creating a “preferred life” experience for both clients and team members.
Serve as the primary point of contact for all visitors, providing concierge‑level support.
Coordinate all aspects of client visits.
Maintain a preferred network of vendor services—including transportation, catering, accommodations, and event partners—to support a premium client experience.
Plan and execute logistics for internal events, offsite meetings, team celebrations, and client appreciation gatherings with a high standard of service.
Provide polished administrative support to senior leadership.
Coordinate travel arrangements, including flights, accommodations, and ground transportation, while managing real‑time changes and special requests.
Prepare and process expense reports, track invoices, and support office budgeting with a high level of accuracy.
Answer incoming phone calls in a warm, professional manner, routing calls as appropriate and maintaining service request records.
Provide backup administrative support to cross‑functional teams (e.g., tax and professional services) for tasks such as mail processing, deposits, and document preparation.
Qualifications
Bachelor’s degree or equivalent combination of education and experience.
Minimum of 3+ years of experience in Hospitality, Office Administration, or Retail, ideally in a premium or client‑facing environment.
Exceptional verbal, written, and interpersonal communication skills with a professional, service‑driven demeanor.
Proven ability to manage multiple priorities, adapt to shifting demands, and remain calm under pressure.
Candidate must be able to successfully pass a background check, credit check, and drug test.
Onsite: in office 100% Mon-Fri
Seniority level Associate
Employment type Full‑time
Job function Administrative and Other
Industries Investment Banking
Inferred benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Tuition assistance
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Base Pay Range $75,000.00/yr - $85,000.00/yr
Sells
Top notch leadership team!
Growth
Responsibilities
Manage daily office operations to ensure a seamless, organized, and professional environment—including supply replenishment, equipment checks, appearance standards, and general workspace upkeep.
Cultivate a warm, welcoming, and hospitality‑driven atmosphere, creating a “preferred life” experience for both clients and team members.
Serve as the primary point of contact for all visitors, providing concierge‑level support.
Coordinate all aspects of client visits.
Maintain a preferred network of vendor services—including transportation, catering, accommodations, and event partners—to support a premium client experience.
Plan and execute logistics for internal events, offsite meetings, team celebrations, and client appreciation gatherings with a high standard of service.
Provide polished administrative support to senior leadership.
Coordinate travel arrangements, including flights, accommodations, and ground transportation, while managing real‑time changes and special requests.
Prepare and process expense reports, track invoices, and support office budgeting with a high level of accuracy.
Answer incoming phone calls in a warm, professional manner, routing calls as appropriate and maintaining service request records.
Provide backup administrative support to cross‑functional teams (e.g., tax and professional services) for tasks such as mail processing, deposits, and document preparation.
Qualifications
Bachelor’s degree or equivalent combination of education and experience.
Minimum of 3+ years of experience in Hospitality, Office Administration, or Retail, ideally in a premium or client‑facing environment.
Exceptional verbal, written, and interpersonal communication skills with a professional, service‑driven demeanor.
Proven ability to manage multiple priorities, adapt to shifting demands, and remain calm under pressure.
Candidate must be able to successfully pass a background check, credit check, and drug test.
Onsite: in office 100% Mon-Fri
Seniority level Associate
Employment type Full‑time
Job function Administrative and Other
Industries Investment Banking
Inferred benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Tuition assistance
#J-18808-Ljbffr