Office Manager

About Personal Capital: Personal Capital is a leading digital wealth management company, founded in 2009. We’re on a mission to transform financial lives through technology and people, providing both insight-driven advice with free financial tools and personalized wealth management from 200+ registered financial advisors across the county. Personal Capital has raised $315 million in capital from accomplished financial and strategic investors (IVP, Venrock, Crosslink, Corsair, Blackrock, BBVA, USAA, IGM/Power) to disrupt the traditional $30 trillion U.S. wealth management market. Our free personal finance app is utilized by over two million users, helping them track over $650 billion of their personal finances, all in one place. Our award-winning apps paved the way for our advisory firm, which now manages over $10 billion in personalized investment portfolios for American families. Personal Capital is headquartered in Redwood Shores with offices in San Francisco, Denver, Dallas, and Atlanta.

For more information on Personal Capital, please visit personalcapital.com.

The Role: The Administrative Operations team at Personal Capital seeks an Office Manager to provide a wide range of support for our growing company. The ideal candidate adapts well to fast-paced environments, is a problem solver, and possesses the ability to provide a high degree of customer service and responsiveness. This position is full time, Monday-Friday (7:30 am – 4:30 pm, or as needed for event management), in Dallas, TX.

Specific duties include, but are not limited to:

• General reception activities such as receiving phone calls and greeting and directing visitors, guests and visiting employees
• General office support and duties such as scheduling, filing, mailing, shipping and delivery, faxing and scanning
• Maintain the appearance and organization of the reception areas, conference rooms, kitchen, and other common spaces daily
• Manage the ordering, receiving, stocking, distribution, and maintenance of kitchen and office supplies daily
• Assist and implement special projects, programs, and procedures in various functional areas
• Coordinate, plan, and execute company activities, events, and general catering
• Vendor management, including legal assessments and Purchase Order creations within NetSuite
• Assist with and facilitate office moves, relocations and/or expansions 
• Assist in assignments or resolve problems that may be complex in nature where judgement and initiative are required
• Handle sensitive and confidential information with discretion
• Provide exceptional service and support to staff and visitors
• Responsible for office emergency procedures
• Act as liaison with building management
• Managing building access for employees, visitors, and guests

Desired skills and experience:

• 3-5 years’ experience in a similar role
• Excellent written, oral and interpersonal communication skills
• Proficient with technology (Microsoft Office Suite, G Suite, NetSuite)
• Demonstrate common sense and sound decision making abilities
• Strong attention to detail
• Exceptional organizational skills
• Able to multi-task in a deadline driven atmosphere
• A self-starter eager to exceed objectives and take on more responsibility
• A troubleshooter able to solve problems quickly and efficiently
• Able to work in a dynamic, fast-paced environment
• Must be able to lift 25 pounds

Location: Dallas, TX