Office Manager

Take the Next Step in Your Career with a Growing, Dynamic Firm

Are you an experienced and motivated professional ready to grow with a company that values your contributions and supports your development? Asset Preservation Wealth & Tax is hiring a Wealth Management Assistant / Transaction Coordinator to support our Financial Advisors and manage office operations at our brand new Greenville, South Carolina location.

Location: Temporary Office (October 2025) | Permanent Location (Opening 2026)

About the Role:

We are seeking a highly organized, proactive, and adaptable individual to join our growing financial services office as an Office Manager, Administrative Assistant, and Business Processor. This is a unique opportunity to play a foundational role in launching and shaping the operations of a new financial office from the ground up.

In October 2025, operations will begin at a temporary office location, with plans to move into a permanent space in 2026. The ideal candidate is flexible, detail-oriented, and excited by the opportunity to help establish systems, processes, and a positive work environment in a startup-like setting

Who We Are:
At Asset Preservation Wealth & Tax, we deliver exceptional wealth management services while fostering a collaborative, professional, and growth-focused environment. Join a team where your skills are appreciated and your role makes a real impact.

Key Responsibilities:

Office Management (Startup & Ongoing)

• Set up and organize the temporary office space for efficient daily operations.
• Assist with planning and logistics for the permanent office location.
• Maintain office supplies, manage vendors, and handle facilities coordination.
• Develop and document office procedures and systems.
• Take ownership of live in-person events, including setup, guest check-in, and teardown.
• Travel to event locations and ensure a seamless experience for attendees.

Administrative Support

• Provide administrative support to financial advisors and staff.
• Answer phones, greet clients, manage calendars, and coordinate meetings.
• Prepare reports, presentations, and other client-facing documents.
• Manage email correspondence and track tasks or follow-ups.

Business Processing

• Support processing of financial applications, forms, and transactions.
• Ensure accuracy and compliance of documentation submitted to carriers or institutions.
• Track and follow up on outstanding requirements or pending transactions.
• Maintain accurate client records in CRM and document management systems.

What We're Looking For:

• Prior experience in office management, administrative support, or financial services preferred.
• A college degree is a plus, but not a requirement.
• Strong organizational and multitasking skills.
• Excellent verbal and written communication.
• High attention to detail and ability to work independently.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfort with learning CRM or processing systems. Knowledge with companies such as F&G, North American, Charles Schwab, Fidelity, Ibexis, or Allianz is a plus but not a requirement.
• Positive attitude and team-player mindset, especially during the early building phase.

Additional Information:

• This position requires in-person presence at the temporary office starting October 2025, with transition to the permanent office in 2026.
• Training and onboarding will be provided, but the role will evolve as the office grows—ideal for someone who enjoys variety and shaping their role.
• Opportunities for advancement and increased responsibility as the office expands.

Ready to Join Us?
If you're looking for a role that combines professional growth, operational variety, and meaningful contributions, we'd love to hear from you. Apply now and help shape the future of Asset Preservation Wealth & Tax

Job Type: Full-time

Pay: $60, $85,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience:

• Financial Service Operations: 3 years (Required)
• Client services: 3 years (Required)
• Calendar management: 2 years (Required)

Ability to Commute:

• Greenville, SC Preferred)

Ability to Relocate:

• Greenville, SC 29615: Relocate before starting work (Preferred)

Work Location: In person