Operations and Executive Support Manager

Office Coordinator Schechter Reed is recruiting an Office Coordinator for our client, a small, growing wealth management firm. This is the front desk role. You will greet clients, answer calls, run daily office operations, and support the firm’s leadership and advisory team. Location: Montgomery County, MD | Full-time, on-site

Responsibilities

• Answer and direct incoming calls and greet clients and guests as the firm’s first point of contact
• Manage incoming and outgoing mail and packages, coordinating with carriers
• Keep the office organized, stocked and client-ready; order supplies and coordinate with vendors and building management
• Process and track bill payments, working with accounting
• Act as first contact for IT issues and coordinate with outside IT providers
• Provide administrative support to the CEO, financial planners, portfolio managers and client service associates, including calendars, client meeting scheduling, and conference room and materials prep
• Track deadlines and follow-ups on team projects
• Support compliance: collect employee disclosures (initial, quarterly, annual), track cybersecurity training completion, and keep records organized
• Suggest and implement process improvements and support internal projects such as software transitions

Qualifications

Required

• Bachelor’s degree
• 1-2 years of experience in an office, administrative, reception or customer-facing role
• Proficiency with Microsoft Office
• Strong organization, multitasking and attention to detail
• Excellent written and verbal communication, with a professional presence in person and on the phone
• Self-starter who manages priorities and follows through without reminders
• Ability to handle confidential information with discretion

Preferred

• Experience with SharePoint

Compensation and Benefits

• Pay: competitive, based on experience
• Performance and firm-based bonuses
• 401(k) with 4% match, plus profit-sharing contributions
• 100% of employee medical and dental premiums paid; 50% for spouses and dependents
• Support for professional accreditation, continuing education, seminars and association memberships
• Free parking and access to an on-site fitness/pilates center
• Company trips and celebrations
• Room to grow with the firm