Office Manager
Core
Provides administrative support to Red Mountain Associates, managing daily operations, client scheduling, and front-office activities.
Role type
Office Manager
Builds
Client-facing administrative operations and office management
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Phone triage, calendar management, client greeting, mail distribution, supply ordering, Salesforce data entry, file organization, report preparation
Preferred skills
Call center experience, Microsoft Office proficiency, multi-tasking under interruption
Responsibilities
Answer and triage incoming calls, schedule and coordinate client meetings, maintain advisor calendars, greet clients and visitors, manage client correspondence and mailings, update Salesforce, maintain office files and supplies, record financial checks, prepare reports
Seniority
Individual Contributor