Join our team at Forum Advisory Services in Columbia, Missouri! We are an established wealth management firm, dedicated to providing comprehensive financial planning services. We are seeking an experienced Office Manager to oversee our workplace operations. We offer a competitive salary/bonus with flexible time off and benefits package. As our Office Manager, you'll provide crucial support to the advisors and staff, manage client communication, maintain office processes, and ensure adherence to policies in a compliance-driven industry. Responsibilities include but are not limited to, preparing for client meetings, managing paperwork, updating CRM software, and delivering exceptional customer service. The ideal candidate is a self-motivated team player, possessing strong technology skills, including proficiency in Microsoft Office. You should be adept at problem solving and communication, possess a strong work ethic, and ability to deviate from one project to another. You must be detail-oriented, be able to meet deadlines, and thrive in a fast-paced environment. A strong understanding of the financial services industry is preferred. Success in the role is pivotal to achieving our firm's ambitious growth goals; efficient office operations directly contribute to our ability to manage existing business while continually expanding. If you are a service-driven individual with aspirations to join a close-knit team, then we want to connect with you!