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STRATOS · 22 hours ago

Office Manager

Bend, Oregon, United States

Full-time

Onsite

Entry, Mid Level

$50K/yr - $75K/yr

2+ years exp

STRATOS is a financial advisory firm that empowers individuals and families to align their investment strategies with their personal values. They are seeking a highly motivated Office Manager to support day-to-day operations and deliver exceptional client service in a dynamic environment.

ConsultingFinancial Services

Growth Opportunities

Responsibilities

Greet clients warmly upon arrival and ensure a professional, welcoming front-office experience

Build rapport with clients through thoughtful conversation and attentive listening

Prepare and complete the new account and relationship onboarding process

Assist senior operations manager for daily tasks such as moving cash, data gathering, compliance reporting, facilitating transfers of assets, and client meeting preparation

Manage & maintain the Client Relationship System (CRM)

Handle incoming calls, mail, check deposits and deliveries with discretion and efficiency

Organize, file, and maintain electronic documents and records

Maintain a clean, organized, and professional office environment, including reception areas, conference rooms, and kitchen/break areas

Oversee beverage readiness for client meetings and staff use, make excellent espresso and coffee

Oversee kitchen upkeep and daily clean-up, ensuring supplies are stocked and spaces are presentable at all times

Manage office supply and kitchen inventory; order and restock items as needed to support staff and client needs

Coordinate with cleaning and other maintenance services and building management to maintain office standards

Anticipate client and staff needs to enhance overall comfort and experience in the office

Qualification

Client relationship managementOperations experienceMicrosoft Office proficiencyTeam playerPositive attitude

Required

2+ years client service or operations experience

4-year degree, or equivalent experience

Exceptional client relationship management skills - both internal and external client facing

Consummate Team Player

Proficiency with technology including all Microsoft Office applications

Positive attitude with the ability to effectively manage change and adapt in a continual and rapidly changing environment

Benefits

Health Insurance

401k plan

Paid time off including all bank and market holidays

Other ancillary benefits

Company

STRATOS

Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide.

Founded in 2008

Beachwood, Ohio, USA

501-1000 employees