Provide general administrative support including answering/transferring calls, handling mail, filing/scanning, running errands, preparing documents/reports/spreadsheets, managing office supplies, and performing other office tasks to support the team.

The Office Manager will oversee compliance timelines, manage expenses, provide executive support, enhance client experiences, and ensure smooth office operations.

Provide front-desk and administrative support for a financial planning firm: answer phones, greet clients, manage CRM records, schedule and maintain calendars, and perform general office duties.