Description

We are looking for a meticulous Office Manager to join our team in the Wealth Management industry, based in Fort Worth, Texas, 76107, United States. This role involves a high level of responsibility, requiring a great deal of trust and accuracy. As an Office Manager, you will be expected to effectively manage everything from direct reports and scheduling to ensuring the building is up to standards while presenting yourself as the face of the company with high profile clients.

Responsibilities:

• Establishing a positive first impression of our office to clients, employees, and the community

• Building extensive business and personal relationships

• Consistently delivering a high level of service to our clients

• Proactively anticipating our Executive’s needs and suggesting superior alternatives

• Maintaining an efficient office schedule

• Organizing travel, events, and company functions

• Managing documents and efficient file organization

• Leading knowledge of our CRM system

• Inter-office, employee leadership, and task prioritization

• Performing basic office management functions

• Utilizing skills in Bookkeeping, Data Entry, Microsoft Excel, QuickBooks to maintain financial records accurately and efficiently.

Requirements

• Minimum of 3 years' experience in a people management role

• Proficiency in bookkeeping software, particularly QuickBooks

• Demonstrated skills in data entry with a high level of accuracy

• Excellent organizational skills with the ability to manage multiple tasks and deadlines simultaneously

• Strong attention to detail and the ability to identify discrepancies in financial data

• Excellent written and verbal communication skills

• Willingness to continue professional development and stay current with industry trends and regulations

• Ability to maintain confidentiality and handle sensitive information with discretion.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .