Current Opening: Office Manager

Stepp & Rothwell, Inc., is a busy, fast-paced, and growing fee-only financial planning firm. Based in Kansas City, our team of financial professionals provides unbiased, results-oriented advice, which offers our clients the knowledge they need to make informed decisions about their future. Because we believe issues like financial independence, estate planning, tax planning, cash flow management, risk management, education planning, and wealth accumulation and preservation are completely interrelated, we develop client-specific strategies that encompass them all.  Stepp & Rothwell is not just a money-management firm – we are focused on our clients, their happiness, and their enjoyment of life.

Mission Statement: Our mission is to help families understand their financial situations in order to make optimal, informed life decisions now and in the future.

Job Summary

This role is a key part of the firm’s management team and reports to the firm’s Ownership group. The primary duty is to oversee the day-to-day operations and general administrative aspects of the Firm.  The Office Manager will analyze and improve organizational processes, and work to improve quality, productivity, and efficiency through the maintenance and implementation of operational policies and procedures in alignment with the Firm’s goals and objectives. There is opportunity for advancement as the firm grows.

Desired Traits

Mature, Self-motivated, Confident, Assertive, Practical, Logical

Required Qualifications

*   Maturity
*   Experience in business operations
*   Strong organization skills
*   Ability to multitask
*   Ability to take ownership of the role and work autonomously
*   Outstanding leadership abilities
*   Demonstrated computer literacy, including proficient use of the entire Microsoft Office suite
*   Demonstrable critical thinking & business insight
*   Excellent communication skills
*   Time and project management skills
*   Ability to analyze processes and information, identify problems, and develop effective solutions and strategies
*   Commitment to providing exceptional service to clients and support to staff members

Preferred Qualifications

*   Office Management experience
*   Customer service experience

Duties And Responsibilities

*   Perform all job functions in accordance with the firm’s CORPS Values
*   Support and assistance to the Ownership group as needed
*   Generating reports and presenting information to the Ownership group or other parties as needed
*   Maintain confidentiality relating to sensitive firm information
*   Strategies, policies, and procedures management, including identifying and addressing problems and opportunities for the company and designing business strategies and plans to meet the operations goals of the firm, developing, implementing, and reviewing operational policies and procedures to make the firm run more efficiently
*   Vendor relations and management
*   Oversee IT management and firm technology needs
*   Back-office oversight, including creating a workable file management and record keeping system and maintenance of all administrative files, inventory maintenance, office supplies, and equipment, leading the firm’s technology committee
*   Prepare for and lead weekly staff meetings
*   Assist in planning and coordinating staff and client events
*   Firm committee support as needed
*   Primary backup for our Client Manager, as needed, including scheduling, answering phones, welcoming clients and visitors, typing, mailing, etc.
*   Other duties as needed to ensure the overall health and success of the business

Company Description

Stepp & Rothwell is the premier “fee-only” financial planning and investment advisory firm in the Kansas City area. Our team of financial professionals provides unbiased, results-oriented advice, which offers our clients the knowledge they need to make informed decisions about their future. Because we believe issues like financial independence, estate planning, tax planning, cash flow management, risk management, education planning, and wealth accumulation and preservation are completely interrelated, we develop client-specific strategies that encompass them all. We make differences in our clients’ lives every day by helping them make the very best choices about the parts of their lives that matter the most:  their children’s education and support, their careers, their financial independence, their giving plans, and their ultimate legacy.

At Stepp & Rothwell, we value our employees as much as we value our clients. We recognize that each person has a unique background with different educational experiences, skills, and aptitudes. We build our business on that diversity by capitalizing on your strengths. Because we promote from within, we place a high value on personal and professional growth through external education and internal coaching and mentorship. We provide a supportive, intellectually challenging, family atmosphere in which to learn to become a real comprehensive financial advisor, not a glorified salesperson. Our compensation and benefits packages are competitive and include health and dental insurance, a generous retirement plan, and reimbursement for professional education.

To apply, please submit a resume, cover letter and transcript to:

Amy Guerich, Partner
aguerich@steppandrothwell.com