Office Manager

About Our Firm: At Delaware Wealth Planners we are a RIA (registered investment advisory firm). We are always looking to grow and improve our business. Our main focuses are financial planning and investment advisory – for both individuals (and their families) and businesses (retirement plans). Being able to be truly independent helps us to provide our clients with the best services and advice. We started with nothing but a set of ideals on how to operate the business, how to treat and service our clients, and how to treat our team members – these ideals have helped us to continue to grow over the years. We are passionate about increasing financial literacy and we pride ourselves on building strong relationships and delivering exceptional client service.

Job Overview

We are seeking a highly organized, professional, and client-focused Office Manager to join our team. The ideal candidate will be the backbone of our office operations, ensuring a seamless and welcoming environment for our clients and efficient support for our advisors. The ideal candidate will also have Bookkeeping experience. This role requires an attitude of being of service to both internal and external clients, a proactive individual with exceptional interpersonal skills, a keen eye for detail, and the ability to manage diverse responsibilities effectively. We are a rapidly growing firm with a fast-paced work environment. Our team is caring, committed, and respectful of our clients and one another and we are seeking someone with a similar mindset to join us to be an integral part of our team as we continue to expand.

Responsibilities

· Client Interaction: Serve as the primary point of contact for incoming client calls, greeting clients warmly, directing inquiries to advisors, and ensuring a positive first impression. Assist with scheduling appointments and managing client communication as needed as well as documenting calls and communication in our CRM.

· Office Technology Coordination: Act as the liaison for all office technology needs, including coordinating with IT support, troubleshooting minor issues, and ensuring all systems are operational for daily business and client meetings.

· Online Folder Organization: Manage and maintain the firm's online digital filing system, ensuring all client documents and firm records are accurately categorized, securely stored, and easily retrievable in accordance with compliance standards.

· Supply Management: Oversee the ordering, stocking, and organization of all office supplies, ensuring the firm has the necessary resources to operate efficiently.

· Bookkeeping: Assist with bookkeeping tasks, including processing invoices, tracking expenses, reconciling accounts, and preparing reports for clients’ monthly financial records. 2+ Years of Bookkeeping experience is a plus.

· Rental Property Management: Oversee the administrative aspects of 3 rental apartment units and 1 business tenant owned by the firm, including coordinating maintenance, managing tenant communications, and tracking related expenses and income.

· Office Presentation: Maintain the professional appearance of the office space, with particular attention to conference rooms, ensuring they are always tidy, well stocked, and prepared for in-person client meetings. This includes overseeing cleaning services and minor facility maintenance as needed.

· Administrative Support: Provide general administrative support to the advisory team as required, including data entry, document preparation, and other tasks to ensure smooth office operations.

Qualifications:

· Education: High school degree required.

· Experience: Minimum of 5 years of experience in a client-facing administrative or office management role as well as a minimum of 2 years of Bookkeeping experience. Experience in Wealth Management, Investment, Insurance, or Banking Industry is a plus.

· Professionalism: Extremely professional demeanor and presentation with a strong emphasis on client service and confidentiality.

· Client Interaction Skills: Proven experience and expertise in handling client phone interactions with poise, clarity, and empathy.

· Organizational Skills: Exceptional organizational and time management skills with the ability to prioritize tasks and manage multiple projects simultaneously.

· Technical Proficiency: Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and comfortable with learning new software and digital platforms. QuickBooks experience is a plus.

· Attention to Detail: Meticulous attention to detail and accuracy in all tasks.

· Attributes: Exceptional accuracy, ability to meet strict deadlines, and a "self-starter" mentality. Willingness to learn new skills and take on unfamiliar projects for stretch opportunities.

Preferred (But Not Required) Qualifications:

· Previous experience working in a financial planning firm, wealth management firm, bookkeeping or other financial services environment.

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Job Type: Full-time

Pay: $5,000.00 - $6,250.00 per month

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift

Ability to Commute:

• Wilmington, DE 19806 (Required)

Ability to Relocate:

• Wilmington, DE 19806: Relocate before starting work (Required)

Work Location: In person