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Sparks Financial · 4 hours ago

Office Manager

Forth Worth, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

Sparks Financial is a holistic wealth management firm recognized as one of the top firms in the country. The Office Manager will support the financial services practice with a focus on office management, inventory management, and team coordination, while promoting the firm's values in client interactions.

FinanceFinancial ServicesWealth Management

Responsibilities

Assist with team meeting preparation including content creation, logistics coordination, and day of execution

Greet clients in-office for in-person meetings and serve as the first point of contact

Order meals for team and client meetings

Setup and breakdown conference rooms for client and team meetings as needed

Manage DFW team calendar including office closures, holidays, and other events

Coordinate and lead efforts to maintain a clean and aesthetically pleasing office environment for both the team and clients

Assist in the planning and execution of internal team events

Provide meeting, scheduling, and travel coordination support for Director level management on an as needed basis

Lead as point of contact with building management on necessary coordination for equipment repairs, and general ad hoc tenant needs

Sort and distribute daily mail and packages

Provide basic tech troubleshooting support

Assist in onboarding and offboarding steps related to building/floor access, decal/nameplate ordering and placement, and new hire training on relevant office related topics

Potential to obtain notary public certification and provide notary services to clients

Assist with ad-hoc data requests and project implementation as needed

Other duties as assigned

Qualification

Office managementOrganizational skillsCommunication skillsAttention to detailBasic tech troubleshootingNotary public certificationTeam collaboration

Required

2+ years' experience in administration or office management

Bachelor's Degree, equivalent experience or education may be substituted

A strong sense of collaboration as part of a goal oriented team with the ability to communicate effectively with individuals down the hall and around the community

Excellent written and oral communication skills

Proven organizational skills with strong attention to detail and ability to multi-task

Demonstrated ability to handle the execution of confidential and time sensitive information