Join the TrueNorth Wealth Team
At TrueNorth Wealth, we believe exceptional financial planning begins with exceptional people. As a fee-only Registered Investment Advisor, we specialize in helping high-net-worth individuals and families navigate life's most important financial decisions through comprehensive wealth management and fiduciary advice.
Founded in 2006, TrueNorth Wealth has grown to manage more than $1.3 billion in client assets while maintaining a culture centered on integrity, teamwork, continuous learning, and delivering an outstanding client experience.
We are seeking a warm, organized, and service-oriented Assistant Office Manager who enjoys building relationships, thrives in a fast-paced environment, and takes pride in creating a welcoming experience for both clients and team members. If you are highly organized, enjoy solving problems, and are looking for an opportunity to grow within the financial services industry, we'd love to meet you.
Position Overview
The Assistant Office Manager is a full-time, on-site position that serves as an integral part of our operations team. This role is often the first point of contact for clients and visitors and plays a key role in ensuring our office runs efficiently each day.
Working closely with our leadership team and advisors, you'll help coordinate daily office operations, manage calendars and meetings, support client communications, and assist with a variety of administrative responsibilities. Success in this role comes from having a positive attitude, excellent attention to detail, strong organizational skills, and a genuine desire to help others.
What You'll Do
- Create a welcoming and professional experience for clients, guests, and business partners.
- Answer incoming phone calls, respond to emails, and direct inquiries appropriately.
- Coordinate advisor calendars, appointments, conference room scheduling, and internal meetings.
- Prepare correspondence, meeting materials, and other administrative documents.
- Maintain accurate records while handling confidential client and firm information with discretion.
- Assist leadership and team members with administrative projects and day-to-day office support.
- Monitor, order, and maintain office and kitchen supplies to ensure the office operates smoothly.
- Coordinate with vendors and service providers as needed.
- Support office organization, workflow management, and special projects.
- Work collaboratively with colleagues across the firm to help deliver an exceptional client experience.
- Continuously seek opportunities to improve processes and contribute to a positive team culture.
What We're Looking For
We're looking for someone who is:
- Friendly, professional, and naturally customer-service oriented.
- Highly organized with exceptional attention to detail.
- An excellent communicator, both verbally and in writing.
- Self-motivated, dependable, and able to prioritize multiple responsibilities.
- Curious, proactive, and eager to learn new systems and processes.
- Comfortable working both independently and as part of a collaborative team.
- Trustworthy and able to maintain strict confidentiality.
- Proficient with Microsoft Office, including Outlook, Word, and Excel.
- Comfortable learning new technology platforms and software applications.
Qualifications
- Previous experience in an administrative, office management, receptionist, executive assistant, or customer service role preferred.
- Strong organizational and multitasking skills.
- Excellent phone etiquette and interpersonal skills.
- High school diploma or equivalent required.
- Additional education or experience in business administration, finance, or office management is a plus, but not required.
Why Join TrueNorth Wealth?
At TrueNorth Wealth, you'll become part of a collaborative team that values professionalism, personal growth, and exceptional client service. We are committed to developing our employees and providing opportunities to build a long-term career within the wealth management industry.
Whether you're looking to expand your administrative experience or begin a career in financial services, you'll have the opportunity to work alongside experienced professionals while making a meaningful impact on the lives of our clients every day.
If you're passionate about helping others, enjoy working in a professional yet welcoming environment, and are excited to grow with an established and respected firm, we encourage you to apply.
We look forward to meeting you.
Pay: From $40,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Family leave
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: In person
