Office Manager at Investment Advisory Firm, San Ramon, CA

Office Manager at Investment Advisory Firm, San Ramon, CA

A growing boutique Investment Advisor firm serving high net worth clients nationwide, with a concentration in the San Francisco East Bay Area, needed an Office Manager. This was a new position due the recent growth of the firm. The role encompassed a wide range of duties including  onboarding new employees, compliance, using QuickBooks, tracking payments, keeping a chart of accounts and managing payroll issues. We placed an Office Manager who had been a Finance Operations Manager for six years and had a degree in Business Management.

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