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firstPRO 360

firstPRO 360 is hiring: Office Manager in Boston

firstPRO 360, Boston, Massachusetts, United States

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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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