Office Manager

Office Manager
25 - 30 hours/week
Chicago, IL 60606-Hybrid Arrangement
$30 - $33 hour

Firm Overview
We are a retirement plan consulting firm headquartered in downtown Chicago. We provide services to corporations, non-profits, and higher education institutions. Our fast-growing firm was founded in 2012, and we have quickly developed into an industry-leading company within our niche. Our cohesive team is very entrepreneurial, and all have embraced a growing workforce. Many of us have worked for larger organizations and have discovered the freedom of working for a smaller, growing company where decisions are made efficiently and contributions are meaningful at all levels of the organization. We celebrate our successes together and pitch in to ensure our clients benefit from our best thinking.

As a community, we value diversity, equity, and inclusion (DEI). Retirement is a universal concern that affects everyone. In turn, it is important to us and we need people from all backgrounds to help build the future of retirement for all of our clients and for the industry. DEI is a foundational value of the organization and in all aspects of the investment advisor arena.

Job Summary
The role of the Office Manager is to support the day-to-day needs of the business including operations and staff. The Office Manager will work closely with the firm’s Managing Director; Consultant and Investment Lead; and Client Services Manager.

The Office Manager will work up to 30 hours per week in a hybrid work environment with the flexibility to establish a work schedule based on their individual needs.

We have an extensive on-boarding and training process that will support the successful transition and career growth opportunity for the right individual.

Responsibilities and Duties

• Continued enhancement of operational procedures
• Monitor and maintain office supplies inventory
• Coordinate with outsourced IT resource company on technology needs
• Oversee adherence to required SEC regulatory compliance
• Provide orientation and training for new employees
• Coordinate external resources for ongoing employee training including compliance and job specific responsibilities
• Participate actively in the planning and execution of company events
• Process ADP payroll and interface with company’s benefits providers (BCBS, Delta Dental July Services and Health Equity)
• Manage the quarterly client invoice process through Quickbooks
• Ongoing coordination of volunteer and charity opportunities
• Coordination of employee relations
• Maintenance of employee portal

• Associate or Bachelors Degree
• Ideal job experience is 5+ years
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint)
• Quickbooks knowledge including report development and generation
• Self-motivated with strong attention to detail (this is a critical point)
• Excellent written, verbal, and interpersonal communication skills are required
• Knowledge of human resource management practices and procedures
• Critical thinker and problem-solver
• Proven office management, administrative, or assistant experience
• Team player with a positive attitude, willingness to bring new ideas to the team
• Flexibility as the company evolves

• 401(k) with company match
• Employee medical and dental coverage
• Two weeks paid vacation, plus holidays
• Hybrid work environment that provides work from home three days a week
• Job Type: 25 - 30 hours per week
• This role is an hourly paid position