Job Details

A reputable company in Greenville, SC is seeking a highly organized, detail-oriented Office Manager to oversee the day-to-day operations of our professional financial advisory practice. This role is critical to keeping the office running smoothly while supporting our advisor, clients, and business operations. We're looking for someone who is tech-savvy, quick to learn, trustworthy, and enjoys wearing multiple hats in a small-team environment.

Key Responsibilities

• Manage office administration, compliance tracking, and advisor licensing requirements
• Serve as the primary point of contact for clients, vendors, and building management
• Maintain business financial records and assist with bookkeeping functions using QuickBooks
• Coordinate technology systems, software platforms, office equipment, and vendor relationships
• Support marketing initiatives, website updates, client events, and communications
• Manage calendars, phone calls, filing systems, and client records
• Prepare reports, presentations, and client meeting materials
• Deliver exceptional customer service to clients and business partners

• Strong organizational skills and exceptional attention to detail
• Technology proficiency and ability to quickly learn new systems
• Professional, positive attitude with excellent communication skills
• Ability to manage multiple priorities independently
• Experience with administrative, accounting, or office management functions preferred
• Proficiency with Microsoft Office; QuickBooks experience is a plus

• $50-$60k
• Health benefits
• 401k
• PTO