Office Manager/Administrative Assistant

OFFICE MANAGER

Prosperent Co | Full-Time | Ukiah, CA | In-Person Who We Are Prosperent Co is a CPA-led financial services firm that helps business owners manage their taxes, finances, and wealth — all in one place. We work like a boutique family office: real relationships, real systems, real results. We're growing fast and need someone who can help keep everything running smoothly behind the scenes. The Role You're the person who keeps the whole operation together. You'll support the CEO, manage client administration, and make sure nothing slips through the cracks across our multiple service lines. If you're someone who loves checklists, hates loose ends, and takes pride in a well-run office — this is for you. This isn't a background role. You'll be hands-on, visible, and essential from day one. What You'll Do Support the CEO Manage the CEO's calendar and scheduling Prep meeting materials, and follow up on action items Handle email, mail, filing, and office organization Keep the Office Running Track advisor licenses, CE requirements, and compliance deadlines Maintain our CRM, document systems, and workflow platforms Support hiring: post jobs, screen applicants, coordinate interviews Compile weekly stats and flag anything that needs attention Serve Our Clients Send engagement letters and coordinate document collection for tax clients Answer client status questions and route requests to the right team member Onboard clients into coaching programs and track their progress Keep the CPA client pipeline organized so nothing gets missed Handle Investment & Insurance Admin Process brokerage account requests: new accounts, transfers, and updates Track insurance applications from submission to approval Coordinate annual policy reviews and client communications What We're Looking For 3+ years in admin, operations, or executive support — financial or professional services preferred You stay organized even when things are moving fast You communicate clearly and professionally — in writing and on the phone You know how to use a CRM and document management tools You can learn and explore AI solutions to improve each system You handle sensitive client information with discretion — always What We Offer Competitive salary based on experience Full-time W-2 position A real career path inside a growing multi-entity firm Direct access to firm leadership and a high-impact seat at the table

Pay:

$30.00 - $40.00 per hour

Benefits:

Paid time off

Work Location:

In person