Office Manager at Woodland Management in Pittsburgh, Pennsylvania

Posted in Other 13 days ago.

Type: full-time





Job Description:

Office Manager for Investment Office

We are a Pittsburgh based investment office located in the Shadyside neighborhood managing private and public market investments. Currently, we are seeking a full-time Office Manager with accounting experience to join our team. This position offers competitive compensation, and an attractive work environment with opportunities to learn and develop new skills.

Essential Functions:

Accounting:
  • Assist in maintaining accounting ledgers with our outsourcing company.
  • Management of accounts payable, including maintenance, coding & approvals for Bill.com.
  • Collaborate with the outsourcing company for smooth information flow to/from our outside tax preparer.
  • Coordinate specialized miscellaneous reports and requests with some prepared by outsourcing company.

Data Management:
  • Assist with information/data management, scanning, and filing documents.
  • Act as primary liaison between investment office & outsourced teams.

Other Duties:
  • Coordinate in-office meetings, order office supplies, submit medical reimbursement forms, and provide other administrative support.
  • Notary public or willing to become a notary public.

Knowledge, Skills, and Abilities:
  • Strong organizational skills with the ability to manage multiple projects in a fast-paced environment, demonstrating attention to detail.
  • Proven ability to set priorities, organize workload, manage competing demands, and meet deadlines.
  • Customer service oriented.
  • Highest level of integrity and commitment to maintaining confidentiality.
  • Proficient in Microsoft Word and Excel. Familiarity with accounting software is essential, and knowledge of Adobe and DocuSign is a plus.
  • Experience with Bill.com preferred.

Education and Experience:
  • Minimum 6-8 years of general office management experience.
  • Associate certificate or higher preferred.

Benefits:
  • Healthcare, 401k, group disability, and life insurance.

We are an Equal Opportunity Employer. If you meet the qualifications and are interested in joining our team, we look forward to receiving your application.
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