Administrative Assistant Office Manager

Company Description Riley and Lowe Financial Solutions, LLC is a small financial planning and wealth management firm.Role Description The Administrative Assistant Office Manager is a full-time or part-time, on-site role based in Racine, WI. This role manages day-to-day office operations, including scheduling appointments, organizing files, maintaining records, and ensuring the office environment is professional and efficient. The position involves greeting clients, answering phones, responding to emails, and directing inquiries to the appropriate team members. The Administrative Assistant Office Manager will oversee office supplies and equipment, coordinate mail and deliveries, and support basic bookkeeping and reporting tasks as needed. The role also includes supporting financial advisors and staff with document preparation, meeting coordination, and adherence to internal policies and regulatory requirements.QualificationsCandidates should possess strong Administrative Assistance and Office Administration skills to manage schedules, records, and daily office operations.Candidates should possess effective Communication and Customer Service skills to interact with clients, advisors, and internal teams professionally.Candidates should possess familiarity with Office Equipment and standard office tools and software (e.g., MS Office, printers, scanners, phone systems).Relevant experience in a financial services or professional office environment is beneficial.Strong organizational skills, attention to detail, and ability to prioritize multiple tasks are required.Ability to work on-site in Racine, WI and maintain confidentiality with sensitive client and business information.High school diploma or equivalent required; additional education or certifications in business administration or office management are a plus.