Office Manager

Office Manager / Operations Analyst (Direct Hire)

Location: Chattanooga, TN (Downtown)

Work Style: 100% On-Site

Compensation: $65,000 – $75,000 (Based on Experience)

The Opportunity

Focus People has been retained by a high-growth, fee-only Registered Investment Advisor (RIA) to identify a high-ownership Office Manager / Operations Analyst for their Chattanooga headquarters. Managing approximately $2 billion in assets, our client operates with a fiduciary "client-first" mandate and a tight-knit, professional team.

This is a critical, multi-faceted role that serves as the operational and financial heartbeat of the firm. You will wear "many hats," bridging the gap between firm-level bookkeeping, revenue collection, and high-touch client service.

Key Responsibilities

• Revenue Operations (The "Big" Task): Own the monthly advisory fee billing process. You will be responsible for pulling fees for all billable accounts, reconciling data in Orion, and ensuring 100% accuracy in the firm’s revenue collection.
• Firm Bookkeeping: Partner with outsourced providers to manage accounts receivable, process invoices/expenses, and support firm-level budgeting and financial reporting.
• Systems Administration: Serve as the "super-user" for the firm’s technology stack, including Salesforce, Orion, and custodial platforms (Schwab/Fidelity).
• Compliance & Reporting: Maintain accurate records for SEC regulatory reviews and audits; deliver monthly/quarterly reports to leadership.
• Office Management: Act as the primary "gatekeeper" for the headquarters, managing vendors, office logistics, and internal team events while greeting high-net-worth clients with professional poise.

Who You Are

• The "High-Ownership" Professional: You don't just execute tasks; you own them. You are constantly looking for ways to make systems more efficient and "better."
• Financially Literate: You have a strong grasp of bookkeeping or accounting principles. Experience with monthly billing or revenue reconciliation is a major plus.
• Tech-Savvy: You are highly proficient in Excel and can pivot between complex software systems with ease.
• Industry Versatile: While Wealth Management experience is ideal, we are open to professionals from other high-stakes environments, such as Law Firms, Accounting Firms, or Banking.
• Clean Record: Candidates must have a completely clear IAPD/BrokerCheck record (zero disclosures) due to the firm’s regulatory requirements.
• Bachelor's degree required.
• Strong knowledge of Salesforce, Orion, and custodial platforms (Schwab/Fidelity) or similar software.

Why Join This Firm?

Our client offers the stability and resources of a large national partnership with the agile, "everyone-knows-your-name" culture of a local boutique firm.

• Financial Perks: 401(k) with a 3% match and $100,000 in company-paid Life Insurance.
• Full Wellness Suite: Company-paid Short-Term/Long-Term Disability and multiple medical/dental/vision options.
• Logistics: 100% company-paid parking in downtown Chattanooga.
• Growth: The firm fully funds industry CFP training and licensing fees for employees looking to expand their credentials.
• Culture: A "work hard/play hard" environment that includes annual team retreats, strategic planning days, and frequent office celebrations.

To Apply

As the exclusive search partner for this role, Focus People will manage all initial screenings. To be considered for this permanent opportunity with our client, please submit your resume today.