Office Manager/Receptionist

Reports to: Fort Myers President  

Employment Type: Full-Time and On-site  

ABOUT OUR CLIENT

Our client is an independent wealth management company built on relationships, not transactions. Their mission is to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch. They serve clients across Southwest Florida and beyond, offering investment management, trust, and estate services with a boutique feel and institutional strength. The team is close-knit, community-minded, and committed to doing right by their clients—and each other. 

WHAT YOU’LL DO 

As the Office Manager, you’ll play a vital dual role in ensuring the smooth operation of our office while providing high-level administrative support to senior leadership. You’ll be the first point of contact for visitors and clients, creating a welcoming and professional environment. Behind the scenes, you’ll keep the office running efficiently—managing front-desk responsibilities, coordinating internal communications and events, and supporting executives with scheduling, correspondence, and special projects.  

• Serve as the welcoming face of the office—greet visitors and clients with warmth and professionalism. 
• Answer, screen, and direct incoming phone calls. 
• Provide general information and respond to basic inquiries. 
• Manage incoming and outgoing mail and deliveries. 
• Maintain a clean, organized, and presentable front desk and reception area. 
• Schedule and manage meeting rooms and shared spaces. 

• Oversee daily office operations, including supply inventory, facilities, vendor coordination, and office maintenance. 
• Support onboarding of new employees (desk setup, supplies, badges, etc.). 
• Maintain and update office records, contact lists, and filing systems. 
• Ensure compliance with office safety and cleanliness standards. 
• Assist with planning and execution of internal communications, team events, and client meetings 

• Proven experience as a receptionist, administrative assistant or similar. 
• Excellent communication skills with a natural sense of hospitality and professionalism. 
• Strong organizational skills and attention to detail. 
• Adaptable to last minute changes with a high sense of urgency.  
• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and an interest in learning new systems.  
• Familiarity with office equipment (printers, copiers, phone systems). 
• Ability to maintain confidentiality and handle sensitive information. 
• Experience working with leadership teams.   

• Experience in a professional or financial services environment.  
• Familiarity managing vendor relationships or office budgets.