TrueWealth Advisors, LLC · 1 week ago
Office Manager
Hoover, AL
Full-time
Onsite
Mid LevelTrueWealth Advisors, LLC is an independent wealth management firm dedicated to providing personalized, values-based financial planning and investment strategies. They are seeking a highly organized and detail-oriented Office Manager to support their Trussville team, ensuring smooth daily operations and exceptional client service.
AdviceFinancial ServicesRetirementWealth Management
Responsibilities
Manage and maintain the executive calendar (including for senior leadership/COO), schedule meetings, and coordinate all related logistics
Prepare thoroughly for all meetings and appointments, including gathering paperwork, reviewing agendas, setting up technology (e.g., Zoom/Teams), and having note-taking tools ready
Handle client greeting and reception — provide a warm, professional welcome to clients visiting the office
Answer and manage incoming phone calls with professionalism and courtesy
Monitor and respond to emails, ensuring timely communication and follow-up
Assist with client follow-up, including scheduling, tracking action items, and maintaining relationships
Prepare and complete paperwork, review follow-up items, and ensure all documentation is accurate and organized
Book travel arrangements for the team as needed
Maintain office supplies inventory, order replenishments, and manage general office operations
Handle mailing, shipping, and related administrative tasks
Support community involvement, networking events, and firm outreach efforts
Perform other administrative duties to keep the office running efficiently
Qualification
Required
Proven experience in an administrative, executive support, or office management role (experience in a financial advisory, wealth management, or professional services firm is a plus)
Exceptional organizational skills and strong attention to detail
Excellent communication and interpersonal abilities — must be personable, professional, and client-focused
Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and general office technology
Ability to handle confidential information with discretion
Proactive, reliable, and able to multitask in a fast-paced environment
Benefits
Paid time off
401(k) with employer match
Access to health insurance (employee paid)
Short-term Disability
Long-term Disability
Group Life Insurance
Free financial planning services
Company
TrueWealth Advisors, LLC
TrueWealth Advisors, LLC is an independent wealth management firm with offices in Birmingham, Greenville, Huntsville, Montgomery, and Trussville.
Founded in 2014
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Paul Marks, CFP® CRPS®
Chief Executive Officer - Wealth Advisor
Daniel Jones, CFP®, CRPC®
Wealth Advisor and COO
Company data provided by crunchbase