Office Manager

Office Manager

Warner Wealth

Location: Shelton, CT

Warner Wealth is seeking a highly organized, friendly, and proactive Office Manager to support day-to-day office operations and deliver an exceptional client experience in our Shelton office. This role is essential to ensure the office runs smoothly, clients feel welcomed and cared for, and our team is supported with efficient scheduling, phone management, and administrative coordination. The ideal candidate is detail-oriented, professional, and thrives in a fast-paced, client-focused environment.

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About Warner Wealth

Warner Wealth is a boutique financial advisory firm recognized for blending technical precision with lifestyle-driven financial strategies. As a 2025 Inc. Magazine 5000 Fastest Growing Company and a Forbes Best in State firm, we pride ourselves on innovation, continuous improvement, and an unparalleled client experience. Our team serves a diverse client base across New England, offering personalized investment solutions and holistic wealth management.

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Key Responsibilities

• Client Experience & Front Desk:

· Serve as the first point of contact for clients and visitors in the Shelton office.

· Provide a warm, professional welcome and ensure a high-touch experience at every visit.

· Prepare meeting spaces prior to client appointments (room readiness, refreshments, materials as needed).

· Maintain a clean, organized, and client-ready reception and common area environment as well as organizing and light cleaning of our employee areas.

• Scheduling & Coordination:

· Schedule client meetings and internal appointments for advisors and team members.

· Coordinate conference room calendars and meeting logistics (in-person and virtual).

· Send confirmations/reminders and support rescheduling to keep calendars accurate and efficient.

• Telephone & Communication Management:

· Answer and route incoming calls promptly and professionally.

· Monitor general voicemail/inbox messages and ensure timely follow-up or escalation.

· Maintain a polished, client-first phone experience aligned with Warner Wealth standards.

• Office Operations & Supply Management:

· Manage office supplies and inventory (office, kitchen, printing); place orders proactively.

· Coordinate office vendors (cleaning, maintenance, deliveries) and help resolve facility issues.

· Oversee incoming/outgoing mail, packages, and shipping needs.

· Support office organization systems (scanning, filing, document organization) as needed.

• Administrative & Team Support:

· Assist with light administrative tasks, data entry, and coordination projects.

· Support special projects that improve office efficiency and elevate the client experience.

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Required Skills and Qualifications

• 2 years of experience in office management, administrative support, hospitality, client services, or a related role.

• Exceptional organizational skills and ability to manage multiple priorities.

• Strong written and verbal communication abilities; professional phone etiquette.

• Warm, client-first presence with a high degree of professionalism and discretion.

• Proficiency in Microsoft Office (Outlook, Word, Excel); comfort learning new systems.

• Experience with scheduling tools, phone systems, and/or CRM systems is a plus.

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Compensation and Benefits

• Base Salary: $32,500–$47,500 (commensurate with experience)

• Work Schedule: Full-time, Monday–Friday, typically 8:30 to 4:45 (with a scheduled break)

• Location: Shelton, CT office (on-site)

• Benefits: Benefits package offered (details provided during the interview process)

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What We Offer

• A mission-driven, inclusive environment focused on individual and collective success.

• Opportunities for professional development and growth planning reviews every six months.

• Access to tools, mentorship, and resources to elevate your contributions.

To Apply: Send letter of interest and resume to: ryan.duques@warnerwm.com