Office Management Associate - Wealth Advisory Ops
Posted today
beacon pointeWarsaw (IN)
Executive Secretaries and Executive Administrative AssistantsOffice Administrative Services
SENIORITY
Mid
About the role
Beacon Pointe Advisors is seeking an Office Management Associate in Warsaw, IN to support daily operations and general office management. You will assist wealth management professionals serving high net worth clients and large institutions with meetings, communications, and logistics.
The role emphasizes coordination of client communications, event support, and collaboration with marketing and compliance to ensure timely, professional materials.
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Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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