Administrative Manager

About This Role

An Administrative Manager in a boutique financial planning and wealth management practice plays an integral client-facing role, providing an exceptional client experience to build, expand, and retain long-term client relationships. This position suits someone who is passionate about people and relationships, thrives on communication, and can prioritize tasks efficiently while fostering a positive environment for both clients and the team.

Requirements

• Passionate about people and relationships
• Team-oriented, service-focused, and trustworthy
• Ability to see the big picture of the practice and client journey
• Skilled in building relationships and triaging tasks, ensuring open communication
• Excellent at being a “peacemaker” and making everyone feel good
• Able to prioritize tasks effectively and work within a proven system
• Efficient and effortless in managing daily tasks to completion
• Comfortable on a small team of four, interacting with clients all day
• Sharp eye for opportunity and a quick mind to solve problems and improve systems
• Quick learner, great at taking direction and running with it
• Capable of managing multiple tasks from client call to completion
• Believes in the pursuit of excellence
• Loyal, self-inspired, outgoing, and organized

Benefits

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

About the Company

This company is a boutique financial planning and wealth management practice serving private client families. They offer multi-generational private wealth management, emphasizing goals-based planning, customized investments, and family wealth transfer. They build customized investment portfolios aligned with each family's financial objectives as part of a comprehensive wealth management plan.