People Architects · 23 hours ago
Concierge/Office Manager
People Architects is excited to recruit for a Concierge Office Manager, on behalf of one of their trusted partners, a Cleveland-based wealth management firm. The Office Manager is responsible for ensuring the office runs seamlessly while delivering a white-glove experience for clients.
Human Resources
Responsibilities
Serve as a primary point of contact for clients, delivering a polished, white-glove experience with warmth, discretion, and professionalism
Coordinate client meetings, schedules, and logistics; anticipate needs and ensure a seamless, high-touch experience
Maintain a calm, confident presence when working with high-expectation or demanding clients
Own day-to-day office operations, including organization, supplies, vendors, and overall office functionality
Act as the go-to problem solver for office, administrative, and operational needs
Support advisors and team members with scheduling, coordination, and follow-through
Handle sensitive information with absolute confidentiality and sound judgment
Assist with client documentation, paperwork flow, and internal coordination
Provide light bookkeeping support, including invoicing, expense tracking, basic reconciliation, and financial coordination
Support HR coordination efforts such as onboarding logistics, benefits administration support, and employee documentation
Help establish service standards, office rhythms, and best practices
Contribute ideas to improve operations, efficiency, and the overall client experience
Take pride in being a foundational member of a growing, client-focused firm
Qualification
Required
Prior experience in an office manager, client services, hospitality, or professional services role
Comfortable interacting with high-net-worth individuals and executive-level professionals
Exceptionally organized, detail-oriented, and reliable
Well-spoken, warm, polished, and respectful
Strong judgment and emotional intelligence
Discreet and trusted with confidential information
Proactive, resourceful, and calm under pressure
Preferred
Experience in a professional services environment (wealth management, legal, accounting, private office, or similar)
Motivated by pride in service and quality, not just task completion
Company
People Architects
At People Architects, we specialize in providing small and mid-sized businesses with flexible, cost-effective Human Resources solutions designed to support growth without the expense of a full-time HR director.
Funding
Current Stage
Early StageCompany data provided by crunchbase