Front Office Manager

Overview We are seeking a polished, highly organized, proactive, and detail-oriented Front Office Manager to support our growing, family-owned firm. This role serves as both the first point of contact for clients and the operational backbone of the office, ensuring smooth day-to-day operations, strong client service, and efficient administrative support for advisors and leadership. The ideal candidate thrives in a fast-paced environment, communicates effectively, and takes ownership of a wide range of administrative and office management responsibilities. Responsibilities Front Desk & Client Relations • Serve as the first point of contact for clients and visitors, providing a welcoming and professional experience • Manage the main phone line and respond to client inquiries via phone and email • Handle incoming and outgoing mail and general office correspondence Office Administration & Operations • Maintain overall office efficiency and support day-to-day workflow and general office organization • Coordinate facility needs and ensure office equipment is functioning properly • Ensure compliance with company policies and industry regulations Scheduling & Coordination • Manage calendars, schedule meetings, and coordinate appointments • Assist with travel arrangements and logistics for leadership Records & Data Management • Update and manage client records within CRM systems • Support data entry and ensure accuracy of client information • Execute general operational support, including scanning and faxing Administrative Support • Prepare, process, and maintain documents, applications, and reports with accuracy • Maintain organized digital and physical filing systems Qualifications • Previous experience in an administrative, office management, or similar support role (financial services experience preferred) • Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) • Experience with CRM systems and/or accounting software • Excellent written and verbal communication skills • Strong organizational skills with the ability to manage multiple priorities • High attention to detail and a proactive, solution-oriented mindset • Positive attitude and strong client service skills • Professional, client-focused demeanor Compensation & Benefits • $40,000-$60,000/year • 401(k)