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Office Manager

Company: Empirical Wealth Management
Location: Irvine
Posted on: November 24, 2022

Job Description:

Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Since opening in 2006, we have organically grown to over $4.5B in AUM through steady referrals from our clients and business partners. Our goal is to get to $10B in the next four years and to continue opening offices across the country.Empirical provides financial guidance and execution of an integrated strategy of investments + tax + financial planning to high-net-worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic and empirical research and years of hands-on experience to help investors grow and protect their wealth.JOB DESCRIPTIONEmpirical Wealth Management is currently searching for an energetic Office Manager, for our Bellevue office who can support company operations by organizing and executing day-to-day operations.A professional who doesn't mind wearing multiple hats. Experienced in handling wide range of administrative and executive support related to tasks and able to work independently with little or no supervision. Well organized, flexible, and enjoy the challenges of supporting an fast-pace office of diverse people.RESPONSIBILITIES Perform various administrative tasks to support the Seattle advisory and executive team. Ensure lobby/reception area is a presentable and engaging environment Ensure office is stocked with ample office supplies and are distributed amongst all floors Proactively manage Seattle Advisor's calendars, set client meetings and coordinate schedules Facilitate in-office meetings, including conference room setup Manage and prioritize phone calls, mail, and email Organize and maintain office information system, filing system, and database Work on other projects as assignedREQUIREMENTS 3+ years office management experience Intermediate level with Microsoft Office (Word, Excel, PowerPoint, Outlook) Demonstrated ability to build trust and build relationships Ability to take direction and wear many hats in a team environment with a warm, engaging and professional demeanor Expeditious, timely, reliable, and courteous service to client needs Demonstrated ability to think independently and proactively anticipate and address upcoming needs Strong organizational skills and attention to detail Excellent verbal and written communication skills Excellent interpersonal and customer service skills Proven ability to function effectively under occasional pressure with changing priorities, minimal direction, and time-sensitive deadlines Detail oriented, with strong organizational and analytical skillsBENEFITS Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company 401(k) Plan with match Paid parental leave after one year of employment Paid time off plus nine Federal holidays Commuter benefit OUR CULTURE Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them.Job Type: Full-timePay: $40,000.00 - $70,000.00 per yearBenefits: 401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insuranceSchedule: Monday to FridayAbility to commute/relocate: Bellevue, WA 98004: Reliably commute or planning to relocate before starting work (Required)Experience: Management: 1 year (Preferred)Work Location: One location

Keywords: Empirical Wealth Management, Irvine , Office Manager, Executive , Irvine, California

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