Our client is looking for a highly organized, detail-oriented, and proactive individual to take on the dual role of Practice Manager. This position is ideal for someone who thrives in a dynamic environment and is capable of handling multiple responsibilities with precision and care.

Our client’s mission is to maintain a small yet dynamic financial planning Family Office with a strategic focus on wealth management. Our client’s aim is to leverage technology to enhance our services while maintaining a warm and personal connection with approximately 250 families. To achieve this, each team member is expected to take ownership of multiple functions and contribute to the overall success of the practice.

Key Responsibilities:

Office Operations Management:

• Manage daily office operations to ensure efficiency and compliance with company policies.
• Coordinate office activities and oversee the maintenance of office equipment and faciliti...