Office Manager

Office Manager

Location: Redwood City, CA (Hybrid)

Team Hewins is an independent, fee-only investment advisory firm with $2.7 billion in assets under management and advisement. Led by CEO Roger Hewins and a team of eight Principals, Team Hewins offers clients proactive financial leadership, providing personalized financial planning and investment services.  Team Hewins is focused on easing financial stress for busy clients with forward-looking ideas and financial advice that empowers clients to make well-considered decisions.  Whether they’re preparing for life after retirement or another life transition, our clients look to us to provide financial leadership, allowing them to move forward with confidence in their financial lives.

We are looking for an energetic and polished individual to assist with our employee and client experience.  As our Office Manager, you will:

• Maintain and enhance the overall flow and happiness of the office
• Plan and oversee team-building and social events for the firm and individual departments
• Plan and facilitate weekly staff meetings
• Coordinate benefits for employees and oversee open enrollment process
• Participate in the recruiting and hiring process - resume reviews, phone screenings, and new hire onboarding
• Provide administrative support to all departments, including Compliance and Client Service
• Greet clients and prepare conference rooms for meetings
• Communicate needs to building management
• Keep supplies and groceries well-stocked

Are You the Right Fit?

• You have a passion for creating a warm and engaging work environment for employees
• You are creative and love to plan employee engagement activities that keeps employee morale high
• You have a client focus—as the “face” of the firm you know that first impressions are everything
• You have a strong service orientation--you’re passionate about helping people and creating a memorable client and employee experience.  You take pride in putting people at ease and helping them however you can
• You have a professional and poised demeanor, projecting a positive image for the firm
• You are able to handle interruptions and prioritize effectively
• You’re a problem solver, proactive in addressing any needs you see and always looking to make things better
• You are a team player—you thrive on collaboration and work well with all teams 
• You have a bachelor’s degree and at least 1-2 years previous administrative or client service experience. 
• You are proficient with Microsoft Office applications.  Added bonus if you are familiar with Rippling, Empower, Bonusly or JazzHR.

What Do We Offer?

This position offers the right person the opportunity to join an entrepreneurial firm committed to the personal and professional growth of team members and to maintaining a positive, encouraging working environment where people enjoy and thrive working together.  At Team Hewins, you’ll participate in a comprehensive benefits and perks package, which includes:

• Hybrid work arrangement, ability to work both remotely and in our Redwood City office
• 401(k) plan with generous employer match
• Competitive health insurance options, with a generous employer contribution
• Employee engagement platform for recognition and rewards
• Health & wellness program
• Monthly staff lunches and healthy snacks
• 4:00 office closure on Fridays
• Beautiful office with an on-site gym and more