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1 result for Operations Manager Financial Services in Rochester, NY

Office Manager

Rochester, NY
onsite
Permanent / Full Time
75000 - 80000 USD / Yearly
We are seeking an experienced Office Manager to join an established and growing professional services firm in the Rochester, NY area. In this role, you will oversee office operations and provide critical support to professional 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. Responsibilities:• Manage daily office operations, including supplies, mail handling, and vendor relationships.• Coordinate schedules and appointments, ensuring smooth meeting logistics.• Organize and support events such as client workshops, seminars, and team meetings.• Assist with processing accounts payable and receivable invoices, as needed• Maintain accurate and confidential documentation of office procedures and records.• Assist with technology tools and ensure efficient use of office systems.• Provide administrative support to financial advisors for client meetings and communications.• Prepare meeting materials, correspondence, and follow-up documentation for client interactions.• Facilitate client onboarding processes and ensure timely completion of reporting and record-keeping.• Oversee HR-related tasks, including onboarding and benefits coordination.• Collaborate with leadership to promote a productive and supportive work environment.
2026-04-24T00:00:00Z