About Generational Wealth:

Generational Wealth is a growing advisory firm that offers financial planning and asset management for our clients. This is a fast-paced firm that thrives on constant change. We need additional quality team members to fuel our quest for expansion. Become part of the Gen-Wealth Team. Financial services experience not required!

Position Overview:

The Office Manager at Generational Wealth is responsible for keeping the office organized, efficient, and welcoming. This role oversees day-to-day administrative operations, supports staff and leadership, coordinates vendors and supplies, maintains records, and helps ensure the workplace runs smoothly. The ideal candidate is highly organized, proactive, detail-oriented, and comfortable serving as a central point of contact for employees, customers, vendors, and visitors.

Key Responsibilities:

• Oversee daily office operations and maintain an organized, professional, and efficient work environment.
• Serve as the primary point of contact for office-related questions, vendors, visitors, and general administrative needs.
• Manage office supplies, equipment, inventory, ordering, and vendor relationships.
• Coordinate calendars, meetings, appointments, conference rooms, and office events as needed.
• Support onboarding activities by preparing workspaces, supplies, access needs, and orientation materials for new employees.
• Maintain office files, records, forms, policies, and documentation in an accurate and confidential manner.
• Assist with basic bookkeeping or administrative finance tasks, such as invoice processing, expense tracking, deposits, or budget monitoring.
• Coordinate facility maintenance, service requests, cleaning schedules, repairs, and safety procedures.
• Prepare correspondence, reports, presentations, forms, and other business documents.
• Support leadership and staff with administrative projects, process improvements, and day-to-day problem solving.
• Help maintain a positive office culture through clear communication, hospitality, and dependable support.
• Perform other related duties as assigned to support business operations.

Required Qualifications:

• Associate or bachelor's degree in business administration, office management, or a related field preferred.
• Previous experience in office administration, office management, executive support, or a similar administrative role.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office applications, including Word, Excel, Outlook, and Teams, or similar business software.
• Ability to maintain confidentiality and handle sensitive information with professionalism.
• Strong attention to detail, follow-through, and problem-solving skills.
• Friendly, dependable, and professional approach when working with staff, customers, vendors, and visitors.

Preferred Skills and Experience:

• Experience supporting human resources, onboarding, payroll coordination, or employee records.
• Experience working with bookkeeping, invoicing, budgeting, or accounting software.
• Vendor management, purchasing, facilities coordination, or event planning experience.
• Ability to identify process improvements and implement practical office procedures.
• Comfort learning new technology platforms and business systems.

About Benefits:

Competitive Wages Bonus opportunities Paid Time Off (PTO) Health Reimbursement Arrangement (HRA) Paid Holidays 401(k) Plan - Offered with an employer contribution

Job Type:

Full-time Pay:

$60,000.00 - $70,000.00 per year

Benefits:

401(k) 401(k) matching Employee discount Paid time off

Education:

Bachelor's (Required)

Language:

English (Required) Ability to

Relocate:

Zeeland, MI 49464: Relocate before starting work (Required)

Work Location:

In person