Role Overview: We are seeking a meticulous and proactive Admin/Operations Manager to join our team. In this in-office role, you will manage various administrative functions, oversee accounting, human resources, and IT operations, and ensure that our CRM and sales pipeline are up-to-date. Your contributions will be crucial in maintaining operational efficiency and supporting our team. Responsibilities: Key Responsibilities: Administration: • Develop and implement organizational procedures and systems. • Manage records and document organization (physical and electronic). • Oversee office equipment and supplies. • Handle professional subscriptions, enrollments, and registrations. • Maintain and enhance workflow procedures. • Interact with vendors and service providers. • Manage business insurance renewals. Sales and CRM Management: • Interact daily with the sales team to ensure the sales pipeline and CRM data are accurate and up-to-date. • Monitor CRM systems and support the creation and analysis of sales reports and pipeline metrics. Accounting: • Perform bookkeeping tasks including accounts payable and receivable. • Maintain the time and billing system. • Process bi-monthly and semi-monthly payrolls. • Generate invoices and manage fund transfers. • Produce financial reports as needed. Support Services: • Format financial statements and draft communications for clients and financial institutions. • Prepare supporting documents and schedules for client reviews. • Handle business entity management, including incorporations and dissolutions. • Support administrative tasks related to Peer Review and Inspection cycles. Human Resources: • Coordinate benefits enrollment, onboarding, recruiting support, and exit interviews. • Maintain personnel files and employment records. • Manage employee benefits enrollments and renewals. • Track staff PTO and daily attendance. IT: • Serve as the liaison to IT service providers to ensure system efficiency and security. • Manage video conference operations and software updates. • Oversee software installations, license assignments, and password management. Qualifications: • 3-5 years of experience in administration, preferably within a business development or financial services environment. • Experience with CRM systems and reporting tools. • Ability to excel in a fast-paced environment with tight deadlines. • Strong organizational skills with the ability to prioritize and multitask effectively. • Excellent written and verbal communication skills. • Advanced computer skills and comfort with new technologies. • Proficiency in Microsoft Office Suite. Compensation: $55,000 - $70,000 per year

• Key Responsibilities:Administration: • Develop and implement organizational procedures and systems. • Manage records and document organization (physical and electronic). • Oversee office equipment and supplies. • Handle professional subscriptions, enrollments, and registrations. • Maintain and enhance workflow procedures. • Interact with vendors and service providers. • Manage business insurance renewals.Sales and CRM Management: • Interact daily with the sales team to ensure the sales pipeline and CRM data are accurate and up-to-date. • Monitor CRM systems and support the creation and analysis of sales reports and pipeline metrics.Accounting: • Perform bookkeeping tasks including accounts payable and receivable. • Maintain the time and billing system. • Process bi-monthly and semi-monthly payrolls. • Generate invoices and manage fund transfers. • Produce financial reports as needed.Support Services: • Format financial statements and draft communications for clients and financial institutions. • Prepare supporting documents and schedules for client reviews. • Handle business entity management, including incorporations and dissolutions. • Support administrative tasks related to Peer Review and Inspection cycles.Human Resources: • Coordinate benefits enrollment, onboarding, recruiting support, and exit interviews. • Maintain personnel files and employment records. • Manage employee benefits enrollments and renewals. • Track staff PTO and daily attendance.IT: • Serve as the liaison to IT service providers to ensure system efficiency and security. • Manage video conference operations and software updates. • Oversee software installations, license assignments, and password management.