Current Opening: Office Manager

The role of the Office Manager is a key part of the firm’s Administrative Team and reports to the Chief Operating Officer. The Office Manager will focus on back-office operations in support of the ownership group and professional staff.

Duties & Responsibilities

  • Direct administrative support for the Founders and Partners
  • Administrative support for staff as needed
  • Accounts Receivable, including monthly billing, tracking outstanding payments, recording and making deposits
  • Accounts Payable oversight, including expense coding and reconciliation
  • Non-client-facing calendar/scheduling management
  • Maintain order in all back-office spaces, including staff conference rooms, file room, kitchen and storage areas
  • Manage office supply and equipment inventory
  • Staff meeting communications, including agendas and recap
  • Maintain staff policies and procedures
  • Assist in planning and coordinating staff events, including trainings, on-boarding and lunches
  • Internal committee support
  • Liaison support with outside vendors
  • Other duties as needed to ensure the overall health, culture and success of the business

Desired Traits

Organized, mature, efficient, detail-oriented, flexible, self-motivated, practical, confident, logical, helpful, willing

Required Qualifications

  • Experience in professional operations and office management
  • Experience with office bookkeeping, including Accounts Payable/Receivable, ordering, invoicing and reconciliation
  • Commitment to providing exceptional service to staff and clients
  • Self-starter with willingness to take ownership of the role
  • Strong organizational and multi-tasking skills
  • Excellent communication, time-management and critical-thinking skills
  • Demonstrated computer literacy, including expert use of the entire Microsoft Office suite

About Us

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