Our client, an established wealth management firm known for its growth-oriented and client-focused culture, is seeking an Operations & Executive Support Manager to join their growing team. This role is ideal for a detail-oriented, proactive professional who thrives in a dynamic environment and enjoys wearing multiple hats. This position is 5 days onsite in their Rockville, MD office. 

Key Responsibilities

Office Management

• Ensure a smooth, organized, and professional office environment.
• Serve as the first point of contact by managing phones, guests, mail, and vendors.
• Oversee office supplies, tech coordination, and facility needs.

Executive Support

• Provide high-level support to the CEO and leadership team.
• Manage calendars, meetings, and sensitive information with discretion.
• Track deadlines and ensure follow-through on key initiatives.

Compliance Assistance

• Support SEC compliance documentation and reporting processes.
• Liaise with external consultants and ensure timely filings.
• Track training, monitor deadlines, and support internal audits.

Special Projects

• Lead or assist with projects such as software transitions and process improvements.
• Conduct research to support strategic decisions.

What We're Looking For

• Bachelor's degree
• 2+ years in operations, office management, or executive support
• Strong organizational and communication skills
• Tech-savvy and detail-oriented
• Experience in financial services is a plus, not required
• High level of professionalism, confidentiality, and initiative

Compensation & Benefits

• Competitive salary + performance-based bonuses
• 4% 401(k) match + profit-sharing contributions
• 100% medical/dental coverage for employees (50% for dependents)
• Support for professional development and continuing education