<p>We are seeking an experienced Office Manager to join a growing financial services firm in the Greater Greenville, South Carolina area. In this role, you will oversee office operations and provide critical support to financial advisors and staff in a detail-oriented and fast-paced environment. This position is ideal for someone who excels at balancing administrative responsibilities with client-focused tasks while maintaining high standards of organization and confidentiality.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily office operations, including supplies, mail handling, and vendor relationships.</p><p>• Coordinate schedules and appointments, ensuring smooth meeting logistics.</p><p>• Organize and support events such as client workshops, seminars, and team meetings.</p><p>• Maintain accurate and confidential documentation of office procedures and records.</p><p>• Assist with technology tools and ensure efficient use of office systems.</p><p>• Provide administrative support to financial advisors for client meetings and communications.</p><p>• Prepare meeting materials, correspondence, and follow-up documentation for client interactions.</p><p>• Facilitate client onboarding processes and ensure timely completion of reporting and record-keeping.</p><p>• Oversee HR-related tasks, including onboarding and benefits coordination.</p><p>• Collaborate with leadership to promote a productive and supportive work environment.</p>
<p>Our client is looking for a detail-oriented and proactive <strong>Administrative / Executive Assistant</strong> to join our team in Spartanburg, South Carolina. In this role, you will provide essential support to ensure smooth office operations and assist with billing-related tasks. The ideal candidate will have excellent organizational skills, a strong ability to multitask, and a commitment to maintaining accuracy in all responsibilities.</p><p><br></p><p>Responsibilities:</p><p>• Comfortable supporting, and acting as liaison, for the C-Suite.</p><p>• Provide administrative support by coordinating schedules, meetings, and appointments.</p><p>• Review, proofread, and prepare documents such as reports, presentations, and correspondence.</p><p>• Organize and maintain files, records, and office supplies to ensure efficient operations.</p><p>• Serve as a point of contact for internal and external communications.</p><p>• Assist with special projects and perform data analysis as required.</p><p>• Uphold confidentiality and handle sensitive information with discretion.</p><p>• Support onboarding processes and assist with office management duties.</p><p>• Collaborate with team members to improve workflows and streamline operations.</p><p>• Experience with billing functions including preparing and processing invoices, statements, and collections.</p>