Job Description

At

Mackeson Advisory

, we empower individuals and families to align their investment strategy with their personal values.

As an independent firm, Mackeson Advisory is uniquely able to provide personal, adaptable and individualized service that is professional and secure. We know that entering a partnership with a financial professional is an important decision. We believe in collaboration, respect, and trust. Our goal is to make financial planning and investment strategy accessible, understandable and inspiring.

We are seeking a highly motivated Office Manager to join our growing financial advisory firm and play a key role in supporting day-to-day operations and delivering exceptional client service. The ideal candidate thrives in a fast-paced, dynamic environment and takes pride in creating an organized, welcoming, and high-performing office. This individual is proactive, detail-oriented, and committed to excellence, with a strong desire to be an integral part of a collaborative team. This is a fantastic opportunity to grow professionally within a successful and growing business, contribute to process improvements, and make a meaningful impact on both the client experience and the firm's continued success

Primary Duties and Responsibilities

Greet clients warmly upon arrival and ensure a professional, welcoming front-office experience. Build rapport with clients through thoughtful conversation and attentive listening. Prepare and complete the new account and relationship onboarding process. Assist senior operations manager for daily tasks such as moving cash, data gathering, compliance reporting, facilitating transfers of assets, and client meeting preparation. Manage & maintain the Client Relationship System (CRM). Handle incoming calls, mail, check deposits and deliveries with discretion and efficiency. Organize, file, and maintain electronic documents and records. Maintain a clean, organized, and professional office environment, including reception areas, conference rooms, and kitchen/break areas. Oversee beverage readiness for client meetings and staff use, make excellent espresso and coffee.. Oversee kitchen upkeep and daily clean-up, ensuring supplies are stocked and spaces are presentable at all times. Manage office supply and kitchen inventory; order and restock items as needed to support staff and client needs. Coordinate with cleaning and other maintenance services and building management to maintain office standards. Anticipate client and staff needs to enhance overall comfort and experience in the office.

Qualifications

2+ years client service or operations experience. 4-year degree, or equivalent experience. Exceptional client relationship management skills - both internal and external client facing. Consummate Team Player. Proficiency with technology including all Microsoft Office applications. Positive attitude with the ability to effectively manage change and adapt in a continual and rapidly changing environment.

Compensation

Starting salary range $50,000 - $75,000 depending on experience with a meaningful bonus opportunity.

Benefits offered:

Health Insurance.

401k plan.

Paid time off including all bank and market holidays.

Other ancillary benefits.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Mackeson advisory, a registered investment advisor. Financial Advocates Investment Management, Mackeson Advisory and LPL Financial are separate entities.

Pay: $50,000.00 - $75,000.00 per year

Benefits:

401(k) Health insurance Paid time off
Work Location: In person