Office Manager
Office Manager - CoActive Wealth Strategists
Sinking Spring - Reading, PA Area
Full-Time - Competitive Compensation & Benefits
We are seeking a highly organized, proactive Office Manager to serve as the operational backbone of our growing financial advisory firm. This is more than an administrative role — you will be a key leader supporting advisors, clients, and daily operations in a professional, client-focused environment.
Key Responsibilities
- Manage calendars, scheduling, and client meeting preparation/follow-up
- Support client onboarding, account paperwork, and service requests
- Oversee daily office operations, supplies, vendors, and systems
- Coordinate compliance workflows, document tracking, and custodian interactions
- Assist with marketing events, client appreciation, and community outreach
- Provide executive and advisor support (travel, reports, projects, priorities)
- Help with HR tasks including onboarding and team coordination
- Maintain confidentiality and high professional standards
What We’re Looking For
- Strong organizational and multitasking skills
- Excellent written and verbal communication
- Professional, approachable, and client-focused demeanor
- Experience in financial services, professional services, or fast-paced office environment preferred
- Proficiency with technology (CRM, Microsoft Office, etc.)
- Discretion with confidential information
- Proactive problem-solver who thrives in a team environment
- Familiarity with EOS (Entrepreneurial Operating System) a plus
This is a central leadership role offering variety, impact, and the opportunity to help shape a growing wealth management practice. If you excel at keeping operations running smoothly while delivering exceptional client experiences, we want to hear from you!
Apply by sending your resume and a brief note on why you’d be a great fit to: Info@coactivestrategy.com
CoActive Wealth Strategists is an equal opportunity employer.
Financial Services
Administrative
Full-time