Office Manager

Title: Office Manager - Woodbury, Long Island (In-Office) Location: Woodbury, Long Island (In-Office) Schedule: Monday Friday Office typically closes at 3:00 PM on Fridays Job Description: We are seeking a Office Manager to support the continued growth of the firm by managing day-to-day operational workflows and ensuring a seamless client experience. In this role, youll work closely with financial advisors, support client onboarding, and coordinate across multiple financial service lines including wealth management, insurance, and tax planning. If you are highly organized, detail-oriented, and thrive in a fast-paced, client-facing environment, this could be a great opportunity to grow within a financial services practice. What Youll Do: Manage client onboarding and data collection, ensuring all required documentation is accurate and complete. Oversee deal flow management across services including: 1. Wealth management 2. Life insurance 3. Tax planning 4. Other advisory solutions Prepare and track life insurance applications from submission through completion. Handle investment account opening and ensure all related documentation is properly processed. Coordinate meeting scheduling, confirmations, and follow-ups with clients and advisors. Support social media and digital engagement initiatives to enhance client communication. Ensure smooth operational workflow and efficient day-to-day practice management. What Were Looking For: Highly organized and detail-oriented with strong follow-through. Proven ability to manage multiple workflows simultaneously. Excellent communication and coordination skills. Comfortable working in a fast-paced, client-facing environment. Proactive mindset with the ability to anticipate needs and solve problems. Experience in financial services, wealth management, insurance, or advisory environments is a strong plus.