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Office Manager

Office Manager

The Office Manager plays an integral role in the overall office operations for a small financial services firm. You are at the center of the action as the go-to for office efficiencies, administrative support and the liaison for clients and guests arriving in the office.

If you’re looking for a great team and an outstanding culture, this is the third year in a row the company has been on Crain’s Best Places to work! Get in on the action and apply now!

Responsibilities
• Manages procurement of office supplies and services; works with other vendors as required for additional maintenance and operational services
• Assists in preparation of annual budget for office expenses
• Interfaces with building management to ensure that facilities are maintained and building security regarding personnel changes and other matters as necessary
• Supervise the administrative assistant and administrative interns
• Change vendors that deal directly with administration when necessary
• Review administrative vendor invoices
• Ensures all telephone calls to the office are answered quickly and professionally
• Assist in organizing client meetings. Coordinate meeting scheduling and conference room reservations; facilitates catering for client and company meetings as required
• Oversee preparation and delivery of quarterly performance reports and monthly flash statements
• Prepares correspondence for consultants and staff as necessary
• Responsible for mail, shipping and messenger service requirements
• Schedule CFA and CEPC luncheons for MDs, Directors, Senior Consultants and some in Research
• Other projects as directed by management

Requirements
• Requires strong knowledge of Microsoft Office (Word, Excel, Outlook, etc.) and good computer skills
• Excellent communications and interpersonal skills; even-tempered; outgoing and diplomatic in dealing with others
• Requires strong organization and time management skills

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