Office Manager

About Us
Main Financial Group is a premier wealth management firm dedicated to helping individuals and families preserve and protect their financial legacy. As an independent wealth management firm, we blend strategy, service, and personalized guidance to create tailored financial plans that reflect the values and goals of our clients. We are committed to providing exceptional client service while maintaining a collaborative, professional, and team-oriented environment for our employees and advisors. We are seeking an experienced Office Manager to help oversee and support the daily operations of our growing firm.

Role Summary
The Office Manager is responsible for overseeing the daily administrative and operational functions of the office to ensure efficiency, organization, and a high level of support for leadership, advisors, staff, and clients. This role serves as a central point of coordination for office operations, internal communication, scheduling, vendor management, team support, and overall office workflow. The Office Manager will help maintain a professional and welcoming office environment while assisting with operational initiatives, client service support, and new business activities as needed based on daily business demands. The ideal candidate will have prior experience working within a financial advisory, wealth management, or financial services office environment and be comfortable supporting a fast-paced, client-focused team.

Key Responsibilities

Office Operations & Administration

• Oversee daily office operations and administrative workflow
• Maintain organization and functionality of office spaces
• Manage office supplies, inventory, and vendor relationships
• Coordinate maintenance, repairs, cleaning services, and facility needs
• Ensure conference rooms, common areas, and client-facing spaces remain professional and organized
• Assist with implementation and maintenance of office procedures and operational processes

Leadership & Team Support

• Provide administrative and operational support to leadership and advisors
• Coordinate internal meetings, schedules, and office communication
• Help track employee schedules, PTO requests, and office coverage
• Serve as a point of contact for employee operational needs
• Assist leadership with operational projects and office initiatives

Client Service & New Business Support

• Provide support for client service responsibilities as needed based on daily business demands
• Assist with new business processing, follow-up, and operational support
• Help ensure timely completion of client service requests, paperwork, and internal workflows
• Step in to assist advisors, operations, and administrative staff during high-volume periods or team absences
• Support overall business operations by adapting to changing priorities and daily office needs
• Assist with maintaining a high level of client experience and service standards

Event & Office Coordination

• Assist with seminar, workshop, and event logistic
• Coordinate office hospitality and meeting preparation
• Help coordinate office supplies, materials, and event preparation
• Support internal office initiatives and special projects
• Ensure smooth execution of internal and external office events

Systems & Process Management

• Help oversee office systems and operational workflows
• Coordinate with outside vendors and technology providers as needed
• Identify opportunities for improved efficiency and organization
• Assist with maintaining consistency across office procedures and processes
• Maintain confidentiality regarding client, employee, and company information

Qualifications

Must-Haves

• Previous office management or operations experience within a financial advisory, wealth management, or financial services firm
• Strong understanding of financial advisory office operations and client service processes
• Excellent organizational and multitasking skills
• Strong verbal and written communication abilities
• Professional demeanor with strong attention to detail
• Ability to manage multiple priorities independently in a fast-paced environment
• Strong problem-solving and follow-through skills
• Proficiency in Microsoft Office, Outlook, and general office technology

Preferred

• Experience supporting advisors, client service, and new business operations
• Familiarity with CRM systems and financial industry workflows
• Experience coordinating office vendors, scheduling, and operational processes
• Prior experience within an independent wealth management or retirement planning firm

Why Join Us?

• Competitive compensation based on experience
• Health, dental, and vision benefits available
• Paid time off
• Opportunity for long-term growth within the organization
• Collaborative and team-oriented office environment
• Work alongside a high-integrity team focused on client service and long-term relationships