Benefits:

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Parental leave

Firm Overview

We are a retirement plan consulting firm headquartered in downtown Chicago. We provide services to corporations, non-profits, and higher education institutions. Our fast-growing firm was founded in 2012, and we have quickly developed into an industry-leading company within our niche. Our cohesive team is very entrepreneurial, and all have embraced a growing workforce. Many of us have worked for larger organizations and have discovered the freedom of working for a smaller, growing company where decisions are made efficiently and contributions are meaningful at all levels of the organization. We celebrate our successes together and pitch in to ensure our clients benefit from our best thinking.

As a community, we value diversity, equity, and inclusion (DEI). Retirement is a universal concern that affects everyone. In turn, it is important to us and we need people from all backgrounds to help build the future of retirement for all of our clients and for the industry. DEI is a foundational value of the organization and in all aspects of the investment advisor arena.

Job Summary

The role of the Office Manager is to support the day-to-day needs of the business including operations and staff. The Office Manager will work closely with the firm’s Managing Director; Consultant and Investment Lead; and Client Services Manager.

The Office Manager will work 30 hours per week in a hybrid work environment with the flexibility to establish a work schedule based on their individual needs.

We have an extensive on-boarding and training process that will support the successful transition and career growth opportunity for the right individual.

Responsibilities and Duties

Continued enhancement of operational procedures

Monitor and maintain office supplies inventory

Coordinate with outsourced IT resource company on technology needs

Oversee adherence to required SEC regulatory compliance

Provide orientation and training for new employees

Coordinate external resources for ongoing employee training including compliance and job specific responsibilities

Participate actively in the planning and execution of company events

Process ADP payroll and interface with company’s benefits providers (BCBS, Delta Dental July Services and Health Equity)

Manage the quarterly client invoice process through Quickbooks

Ongoing coordination of volunteer and charity opportunities

Coordination of employee relations

Maintenance of employee portal

Qualifications and Skills

Associate or Bachelors Degree

Ideal job experience is 5+ years

Proficient in Microsoft Office suite (Word, Excel, PowerPoint)

Quickbooks knowledge including report development and generation

Self-motivated with strong attention to detail (this is a critical point)

Excellent written, verbal, and interpersonal communication skills are required

Knowledge of human resource management practices and procedures

Critical thinker and problem-solver

Proven office management, administrative, or assistant experience

Team player with a positive attitude, willingness to bring new ideas to the team

Flexibility as the company evolves

Benefits

Generous benefits package includes the following:

401(k) with company match

Employee medical and dental coverage

Two weeks paid vacation, plus holidays

Hybrid work environment that provides work from home three days a week

Job Type: 25 - 30 hours per week This role is an hourly paid position

We welcome people from all backgrounds and walks of life. We are proud to be an equal opportunity employer and is committed to providing equal opportunity for all employees and applicants.

Flexible work from home options available.