Job Description

Join Our Team as an Office Manager at Willow Creek Wealth Management!

Are you a detail-oriented, organized professional with a passion for creating exceptional client experiences? Do you thrive in a dynamic, team-oriented environment? If so, Willow Creek Wealth Management is looking for you!

About Us:

Willow Creek Wealth Management is a leading firm dedicated to providing personalized financial planning and wealth management services. Our commitment to excellence is reflected in everything we do; from the relationships we build with our clients to the way we support our team. We value collaboration, innovation, and a client-first approach.

Your Role:

As our Office Manager, you will be the heartbeat of our office—ensuring smooth operations while being the welcoming face and voice for our clients. This is a unique opportunity to manage day-to-day office tasks, oversee technical back-office functions, and provide vital support to both our Operations and Advisor Teams. Your role will be crucial in maintaining our high standards of service and operational excellence.

Key Responsibilities:

• Client Engagement: Be the first point of contact for clients, whether over the phone or in person. Provide a warm, professional welcome and offer general information about the firm.
• Office Coordination: Manage office operations, including scheduling, vendor relationships, mail distribution, and maintaining the cleanliness of our space.
• Technical & Administrative Support: Support systems management, including our Portfolio Management System, Document Management System, and CRM. Ensure data integrity and support our team's technology needs.
• Event Planning: Assist with the planning and execution of internal events, client meetings, and special occasions.

What We’re Looking For:

• A  self-starter with excellent organizational skills and the ability to prioritize tasks effectively.
• A  friendly and professional demeanor with outstanding verbal and written communication skills.
• Someone who demonstrates  exceptional attention to detail and takes pride in delivering high-quality work.
• A  team player who takes initiative and is eager to contribute to a supportive, collaborative environment.
• Familiarity with Microsoft Office Suite (Word, Excel, Access, Outlook) and Windows 10. Experience with wealth management or accounting systems is a plus!
• Experience in a professional office environment and with customer interaction is preferred.

Why Willow Creek Wealth Management?

• Career Growth: We are committed to helping our employees develop their skills and grow within the company.
• Positive Work Environment: We believe in a culture of collaboration, respect, and continuous improvement.
• Impactful Work: Your role will directly contribute to the success of our clients and the firm.
• Competitive Benefits Package : Including health, dental, and vision insurance, profit sharing plan, 401(k) plan, and the opportunity for equity ownership.
• Rewarding Bonus Structure : Annual bonuses tied to both firm and individual success.

Apply Today:

If you’re ready to take on a dynamic role where your contributions will be valued and you can truly make a difference, we’d love to hear from you! Apply now to join Willow Creek Wealth Management and help us continue to deliver exceptional service to our clients.  Please send your cover letter and resume to [email protected] .

Willow Creek Wealth Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Salary Range: $55,000 - $65,000

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