Office Manager

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.   

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.    

We are looking to add an Office Manager to our team in Charlotte, NC. The Office Manager is an essential part of the Waverly Advisors team. A successful candidate will be task-oriented and have excellent attention to detail and strong organizational skills.  Resiliency, flexibility, and promptness are necessary in all tasks and responsibilities.  

 

Responsibilities:  

Location-Level Staff Support                     

Operations & Execution: 

• Lead and coordinate cross-functional projects and initiatives within the location, particularly those that span multiple departments.   

• Identify and help resolve operational bottlenecks impacting regional performance.  
   

Communications & Coordination: 

• Synthesize and filter information relevant to the location/region, and draft communications, reports, and presentations for internal stakeholders.   

 

Executive & Regional Director Support: 

• Manage the Regional Director’s calendar, priorities, and meeting logistics, serving as strategic gatekeeper.  

• Coordinate internal and external meetings, prepare materials, confirm logistics, and ensure timely delivery of reports.  

• Assist with travel planning, itineraries, agendas, and expense reporting.  

 

 

Office & Operations Management: 

• Oversee front desk operations, phone coverage, mail, office supplies, kitchen needs, and building management.  

• Manage office-wide communications, firm calendars, and meeting coordination.  

• Support office culture initiatives and events, leveraging office assistant support as needed.  

 

Advisor & Business Support: 

• Assist Advisors with service requests, CRM updates, production tracking, reporting, and information requests.  

• Support RFPs, presentations, rankings submissions, webinars, and advertising coordination.  

 

Meetings, Events & Marketing: 

• Plan and execute client meetings, board meetings, sponsorships, webinars, and firm events.  

• Support firm marketing and rebranding initiatives, including website updates, social media, print assets, and content distribution.  

 

Financial & Budgetary Support: 

• Support AP/AR, billing and expense reconciliations, aging reports, 1099 preparation, and audit support.  

 

Technology & Vendor Management: 

• Coordinate technology assessments, vendor relationships, implementations, and troubleshooting.  

• Manage vendor contracts, renewals, and evaluations.  

• Oversee annual insurance and license renewals.  

 

Qualifications:   

• Experience: Minimum of 2 years of experience in office administration with proven track record providing excellent service.  

• Outstanding communication and interpersonal abilities.  

• Excellent organizational skills.  

• Familiarity with office management procedures and basic accounting principles, proficiency in MS Office.  

• Strategic Mindset: High-level problem-solving and critical-thinking skills.  

• Cross-functional Leadership: Ability to manage and influence without direct authority across various departments. 

 

Travel:   

• No travel is required.   

 

Physical Requirements:   

• Prolonged periods of sitting at a desk and working on a computer.   

• Must be able to lift 15 pounds at times.   

• Must be able to access and navigate each department at the organization’s facilities.  

 

Benefits:   

• Comprehensive Health, Dental, and Vision coverage to support your overall well‑being.  

• 401(k) retirement plan with match and profit sharing to help you invest in your future.  

• Twelve paid holidays each year.  

• An extra vacation day during your birthday week—so you can celebrate you!  

• Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.    

• Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.   

• Compensation commensurate with experience.  

 

Legal:   

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.