Office Manager - Financial Services

Job Description

Job Description

Looking for a role where you can stay busy, make an impact, and be part of a small, professional team?

We're partnering with a reuputable, growing tax and financial services firm in the Capital Region seeking a friendly, organized, and detail-oriented Office Manager to support their team. This is a great opportunity for someone who enjoys helping people, keeping things organized, and working in a professional office environment where no two days are exactly the same.

If you're looking for an opportunity to learn the ins and outs of financial advising and tax support while building strong client relationships and keeping a busy office running smoothly, we'd love to talk with you!

What You'll Be Doing:

• Welcome clients and provide a positive, professional experience in person, over the phone, and through email
• Schedule appointments and manage calendars
• Organize and maintain client files, records, and documentation
• Assist with assembling tax returns, financial reports, and supporting paperwork
• Collect client information, signatures, and required documentation
• Scan, copy, file, and manage electronic documents
• Process incoming and outgoing mail and correspondence
• Assist with light bookkeeping, billing, payments, and deposits
• Support tax preparers and financial professionals with administrative and client service tasks
• Help keep the office running smoothly during busy tax-season periods

What We're Looking For:

• Previous administrative, office support, customer service, or receptionist experience
• Strong attention to detail and organizational skills
• Comfortable using Microsoft Word, Excel, and Outlook
• Excellent communication and people skills
• Ability to maintain confidentiality and professionalism
• Experience in a tax office, accounting firm, financial services office, or bookkeeping environment is a plus
• Positive attitude and willingness to jump in where needed

Why You'll Love It Here:

• Friendly, supportive team environment
• Stable full-time schedule
• Opportunity to learn and grow within the financial services industry
• Variety in your day and meaningful client interaction
• Additional hours available during busy tax season

Interested in learning more?

Apply today and contact Mary Christman or Kara Lyon at View phone number on us.fitly.work if you're looking for a professional office role where strong organization, customer service, and attention to detail make a difference every day!

We look forward to speaking with you soon!

• At least 1 year of experience in an administrative, tax support, financial services, or related office-based role.
• Familiarity with common tax documents, including 1099 forms, and exposure to individual tax return processes.
• Comfort using CRM systems and other office technology, with the ability to learn new tools quickly.
• Strong interpersonal skills with a detail-oriented, client-facing approach and confidence interacting with a wide range of people.
• Background in a financial, tax, accounting, or similar services environment.
• Experience with tax software such as Lacerte is preferred.
• Ability to stay organized, manage multiple priorities, and adapt during higher-volume periods such as tax season.