Job Summary:
ShankerValleau is seeking a collaborative and detail-oriented individual to manage and execute the firm’s day-to-day operational functions. Prior experience in business operations, administration, or office management is required.
Responsibilities:
· Manage the firm’s technology platforms and vendor relationships to ensure reliable day-to-day operations.
· Coordinate ongoing communication with external IT providers, helping resolve issues and support system improvements.
· Maintain and update internal operating procedures to promote consistency, efficiency, and accountability across the firm.
· Administer key operational functions, including payroll, employee onboarding, and benefit program maintenance.
· Process vendor payments and support bookkeeping activities.
· Support firm leadership with meeting preparation, internal events, scheduling, and special projects.
· Tax season support, including collection of client tax data, coordinating tax portal processes, and tracking tax return status.
Knowledge, Skills, and Abilities:
· B.A. or B.S. degree from an accredited four-year university.
· Prior experience in business operations, administration, or office management is required; QuickBooks experience preferred.
· Strong proficiency with Microsoft Word, Excel, and PowerPoint.
· Demonstrated interest in learning, professional growth, and personal finance.
· Exceptional attention to detail, sound judgment, and a commitment to quality, accuracy, and confidentiality.
Who we are:
ShankerValleau is a growing boutique wealth advisory firm. We have been in business for over 30 years and are focused on providing outstanding financial advice to every client. Our clients are performers, artists, lawyers, professors, and everything in between. We work together as a team to solve each client’s unique set of financial needs. When building our team, we look for a fast learner with an interest in personal finance and a desire to help our firm continue to grow.
Benefits:
· Salary commensurate with experience and qualifications.
· Company-paid health insurance.
· Employer-sponsored retirement plan.
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- Health insurance
- Paid time off
Work Location: In person
