Part-Time Office Manager - Financial Services

WHO WE AREWe are a financial planning firm in Chico, CA, focused on serving professionals and business owners in Chico and across the country. We support approximately 70% of our clients virtually and have two peak seasons throughout the year. June and July are intentionally slower months for our firm, offering a lighter workload and greater flexibility to enjoy the summer.THE ROLEWe are looking to hire a Part-Time Office Manager to own the operational and administrative health of our firm so that our team has the structure, systems, resources, and accountability needed to deliver world-class service to clients. You will keep the office running smoothly, create a welcoming client experience, and help our team stay focused on what they do best.The ideal candidate is someone who takes initiative, pays close attention to detail, and enjoys wearing multiple hats. From greeting clients and assisting with scheduling to supporting internal projects and improving internal processes, you'll play an important role in keeping our team supported and the firm operating successfully. You're someone who anticipates needs, follows through, and takes pride in making things easier for those around you.WHAT YOU’LL DOOffice & Business OperationsOwn day-to-day office operations, including facilities, supplies, equipment, technology, mail, and vendor coordinationProactively anticipate office needs and maintain a professional, organized, and welcoming environment consistent with the firm's brand standardsEOS & Team AccountabilityOwn the administration of the firm's EOS operating system, including Level 10 meetings, Scorecards, Rocks, To-Dos, Issues Lists, and the Accountability Chart, ensuring tools are consistently maintained and utilizedCoordinate quarterly and annual planning, track commitments, and follow up to keep priorities and projects moving forwardTake ownership of operational matters that don't require leadership decisions, proactively identify issues, and follow through on outstanding items to keep the team on trackProcesses & Continuous ImprovementMaintain the firm's standard operating procedures (SOPs) and documented processesPartner with team members to document core processes, identify inefficiencies, and implement improvements that streamline workflowsHelp ensure established processes are consistently followed across the firmPeople Operations & Team ExperienceProvide administrative support for recruiting, onboarding, offboarding, employee records, PTO tracking, benefits administration, and training coordinationOrganize team meetings, retreats, celebrations, and other activities that support a positive team cultureHelp identify employee-related needs or concerns that may require leadership's attentionClient Service SupportCoordinate client meeting preparations, including scheduling, meeting spaces, materials, and document workflowsSupport client events, gifting, communications, and CRM standards while helping establish consistent processes that deliver a world-class client experiencePartner with the Relationship Manager to ensure the team has the resources and support needed to serve clients effectivelyBusiness Administration & Financial CoordinationCoordinate invoices, expenses, bookkeeping workflows, payroll administration, vendor contracts, insurance renewals, and other recurring business needsMaintain administrative calendars and track important deadlines, including licensing and registration requirementsPrepare operational reports and coordinate with outside professionals, including accounting, payroll, and compliance providersWHAT YOU’LL BRING2-3+ years of professional experience in office management, administrative support, or a similar roleStrong organizational skills, attention to detail, and the ability to manage multiple priorities effectivelyProactive, dependable, and self-motivated, with the ability to anticipate needs and work independentlyExcellent written and verbal communication skills with a warm, professional, and personable approachComfortable using technology, including Microsoft Office and Google Suite of toolsAbility to coordinate projects, track commitments, and keep team members accountableStrong problem-solving skills with an eye for identifying inefficiencies and improving processesAbility to handle confidential employee, client, and business information with discretionPrevious experience in financial services or familiarity with EOS is a plus, but not requiredWHAT WE OFFER$25-$30/hour, depending on experiencePart-time, approximately 20-30 hours per weekFlexible work schedule, ideally Monday-Friday, 9:00 AM-2:00 PMGenerous holiday schedule, generally following New York Stock Exchange market holidaysSummer schedule flexibilityPaid sick leaveSmall, collaborative, family-oriented teamPotential opportunity to expand into a full-time role over time