Job Description

Our client, a boutique investment firm with a strong track record, is seeking an experienced and highly organized Office Manager / Marketing Assistant to join their lean, collaborative team. This person will be the hub of the office—overseeing daily operations, managing vendors and internal logistics, while also assisting with light marketing and administrative support. The ideal candidate is professional, service-oriented, and thrives in a polished, high-expectation environment. Strong attention to detail, excellent communication skills, and the ability to juggle competing priorities are key. Bonus points for prior experience in finance or hospitality. This role is fully on-site (Monday–Friday) and ideal for someone who enjoys being the go-to operations lead in a smaller, high-touch office.

RESPONSIBILITIES: 
Office & Administrative Support (80%)

• Act as front-of-house: greet guests, manage phones, coordinate meeting rooms
• Oversee office supply inventory, kitchen/pantry upkeep, and catering orders
• Handle travel bookings, expense reports, invoice processing, and vendor relationships
• Coordinate team events, internal celebrations, and ad hoc personal tasks for senior staff
• Support senior leadership with scheduling, logistics, and office continuity needs

Marketing & CRM Support (20%)

• Maintain and update CRM database
• Assist with scheduling investor meetings and printing/distributing marketing materials
• Support event coordination, conference logistics, and compliance tracking
• Proofread and format documents for both internal and external use

REQUIREMENTS:

• 2–4 years of experience in a similar office/admin support role (finance or professional services preferred)
• Strong Microsoft Office Suite skills; CRM familiarity a plus
• Excellent communication and interpersonal skills
• Highly detail-oriented, proactive, and polished

HOURS: 
8:30am-5pm 

SALARY: 
$80-130K base (DOE) + discretionary bonus + excellent benefits 
#IND1

Job Tags

Monday to Friday,

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