firstPRO 360
firstPRO 360 is hiring: Office Manager in Boston
firstPRO 360, Boston, Massachusetts, United States
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