Operations and Executive Support Manager

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