About Us: At Balanced Wealth Planning, Inc we are dedicated to providing expert tax and financial planning services to our diverse clientele. We are a growing firm committed to excellence, precision, and personalized service. As we continue to expand, we are looking for a proactive Office Manager to join our team and help us streamline operations and enhance our service delivery.

Job Description: The Office Manager will play a critical role in our day-to-day operations, ensuring that our office runs smoothly and efficiently. This position requires a reliable, highly organized, detail-oriented individual who thrives in a dynamic, fast-paced environment. The ideal candidate is someone who takes initiative, embraces challenges, and is passionate about making a positive impact. Note, this position requires a physical presence at our place of business.

Key Responsibilities:

• Process client service requests promptly and accurately.
• Manage and clear workflows in our Customer Relationship Management (CRM) system to ensure all client data is up-to-date and tasks are completed efficiently.
• Oversee administrative functions, including scheduling, correspondence, and maintaining office supplies.
• Greet and assist clients in a warm and professional manner.
• Implement and refine office procedures and systems to improve overall efficiency.
• Regular self-review and quality assurance of work to ensure accuracy and compliance, especially when handling sensitive financial information.
• Take ownership of successes and setbacks, continuously seeking ways to improve both personally and professionally.

Qualifications:

• Proven experience as an Office Manager, Administrative Assistant, or similar role, preferably in a financial or tax planning environment.
• Strong organizational and time management skills with exceptional attention to detail.
• Excellent interpersonal and communication skills, capable of managing diverse client interactions.
• Proficiency in using CRM software and MS Office suite.
• Ability to work independently and take initiative without direct supervision.
• A proactive mindset, with a keen interest in personal and professional growth.

We Offer:

• A supportive and vibrant work environment where your work makes a direct impact.
• Opportunities for professional development and growth.
• Competitive salary and benefits package.

How to Apply: Interested candidates should submit a cover letter, resume and references.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Experience:

• Microsoft Office: 1 year (Preferred)
• Administrative experience: 2 years (Required)

Ability to Commute:

• Santa Barbara, CA 93105 (Required)

Work Location: In person