CAREER OPPORTUNITY

Office Manager

Athens, Georgia

About Elwood & Goetz

Elwood & Goetz is a fast-growing, fee-only, independent financial planning firm with offices in Athens, Atlanta, and Charleston. As fiduciaries to our clients, we provide comprehensive, personalized, and objective financial planning services for individuals, households, and businesses. Recognized as having one of the most experienced and educated advisory teams in the country, we serve more than 400 families in over 35 states and have earned an annual client retention rate above 99%.

Elwood & Goetz is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and an equal opportunity employer.

Firm Culture

We take pride in our welcoming, supportive, and celebratory firm culture. Our cultural values include:

  • Passionate about helping others.
  • Continuous pursuit of knowledge and sophistication.
  • Unwavering belief in the value of teamwork.
  • Client-first approach.
  • Proactive relationship-building.
  • Building and advancing our team, our clients, and our communities.
  • The belief that financial planning is — first and foremost — a helping profession.

Position Description

One of our firm’s key differentiators is our detail-oriented, responsive client service. The office manager position is essential to maintaining this renowned level of quality service. You will support the Elwood & Goetz team and firm leadership through mission-critical operations. Specific responsibilities will include:

  • Performing clerical tasks such as data entry, maintaining client files, answering telephones, taking messages, returning calls, faxing, photocopying, filing, or sorting mail.
  • Greeting and welcoming clients.
  • Coordinating client gifting.
  • Managing office supply inventory for three offices (Athens, Atlanta, and Charleston).
  • Handling communication with vendors to maintain our office spaces (HVAC, electrical, landscaping, etc).
  • Providing additional assistance to office directors and partners as assigned.

All levels of experience are welcome and encouraged to apply for this position. However, previous experience in a similar office management or operations role would be ideal. This position is based in our Athens, Georgia, office.

Candidate Qualifications

  • Bachelor’s degree preferred.
  • Proficient in Microsoft Office.
  • Conscientious and detail oriented.
  • Self-motivated with a positive attitude.
  • Outstanding organizational skills.
  • Unwavering desire to help others.
  • Uncompromising commitment to our fiduciary oath and ethical standards.
  • High level of personal integrity and discretion.
  • Strong communication and interpersonal skills.

Compensation & Benefits

  • Salary commensurate with education background, professional accomplishments, and overall experience.
  • Annual bonus dependent on personal performance and firm growth.
  • Benefits include group health insurance, group disability insurance, paid time off, flex time, early weekend kickoff (4pm closing time on Friday), paid parental leave, continuing education allowance, and employer-sponsored 401(k) plan with employer match.

For consideration, please email your resume and cover letter to info@elwoodgoetz.com