Office Manager (Part Time)

Job Description

Job Description

Job Summary

Our Office Manager is a highly visible role providing the opportunity to directly shape our client experience. As the primary point of contact, the Office Manager greets and assists guests and coworkers as a true ambassador of our firm and values. This individual is required to answer incoming calls and transfer both internally and externally. Responsibilities also include managing office resources, supporting our service teams and assisting in our on-site events and other marketing efforts as needed.

The individual in this role will demonstrate professional telephone etiquette and personal demeanor and possess excellent verbal and written communication skills and must work well with all others in a team-based environment. In addition to exercising extraordinary discretion and maintaining confidentiality, the Office Manager will possess an entrepreneurial spirit that allows them to seize on opportunities for professional growth and development as the firm continues to grow.

This role is a part-time (55% time, 22 hours/week) role in our Dayton Office and is in-office 4x/ week (Mondays - Thursdays).

Duties and Responsibilities

• Manage front office duties which include handling incoming and outgoing mail, answering and routing incoming phone calls and greeting visitors
• Make clients and visitors feel welcome and comfortable
• Maintain appropriate levels of office supplies, placing orders as necessary; act as a primary vendor liaison for everything related to the office
• Keep reception and other public areas neat and tidy
• Trouble-shoot onsite technology needs, liaising with the IT team when necessary
• Ensure appropriate workspace set-up for any new hires and/or visiting colleagues
• Assist colleagues with onsite logistics, which could include securing meeting rooms, managing event logistics, and partnering on catering, as needed
• Plan and support special events, including client events, firm gatherings, etc.
• Collaborate with colleagues on cross-firm projects and initiatives, as required

Qualifications

• Client-first attitude
• Personable, warm and engaging
• Team player, able to interact well with clients and all levels of the firm
• Desire/ability to work successfully in a small company environment
• Work experience that demonstrates people and teamwork skills
• Organized, meticulous, detail-oriented and able to multitask
• Strong PC skills (including Word, Excel, Outlook)
• College degree or equivalent experience

Salary and Benefits:

Parallel offers a competitive compensation package including:

• Salary based upon experience.
• Opportunity for a discretionary, semi-annual incentive award.

Company: Parallel Advisors, LLC

• Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas.
• To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including their future financial goals.
• With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future.
• We offer our clients an open array of investment solutions, fee-only, and independent of any proprietary platforms.
• At Parallel, we combine the best advisors and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience.
• Parallel Advisors, LLC is an Equal Opportunity Employer.