Job Description

Voyage Wealth Architects is seeking a dynamic, detail-oriented, self-starter to serve as our Office Manager and be a key member of our operations team.

This position will have the opportunity to work in our downtown Minneapolis office and may include limited remote work flexibility. We offer a rewarding, growth-oriented work environment with incredible opportunities for career advancement. While this opening is currently part-time, with the firm growth projections, we anticipate a potential opportunity for this role to evolve into a full-time Office Manager/Administrative Assistant position down the road.

Voyage Wealth Architects is a Minneapolis-based sophisticated planning and wealth management firm that empowers clients to live abundantly by aligning wealth with personal goals & values. Through a truly comprehensive approach that integrates advanced investment strategies with tax mitigation & risk management, our experts specialize in crafting personalized plans that focus on outcomes achieved, not simply market returns. We are experts in helping business owners, executives, those nearing or in retirement, and their families, foster a healthier relationship with money while navigating both the financial and emotional complexities that come with wealth creation and management. Please visit to learn more.

Reporting to our Chief Operations Officer, the Office Manager is responsible for the day-to-day administrative and operational support of the office. Additionally, this role will be responsible for providing the best possible client and employee experience by executing various operational strategies, such as gifting, CRM data input/maintenance, and event planning logistics. The ideal candidate for this role will have excellent organizational and time management skills and will thrive working in a fast-paced, high-growth environment where they will work on several different projects at a time. 

Responsibilities include, but are not limited to:

• Act as the “Face of the Firm” – greet clients arriving for in-office meetings, help them settle into conference rooms with drinks and snacks, etc…
• Ensure that the office is well-stocked with necessary supplies, from stationery to pantry items (regularly replenish the refrigerator inventory). This involves keeping track of inventory, placing orders, and making occasional store runs.
• Assist in overall office upkeep and general office duties, such as: processing and distributing daily mail, managing FedEx and USPS shipments, watering of plants, cleaning up of conference rooms and dishes, etc…
• Manage our guest access system and ensure all firm guests are entered into the security portal in a timely manner
• Assist in the planning and execution of internal and client-facing events including team events, team breakfasts, holiday gatherings, and occasional marketing or client appreciation experiences.
• Manage onsite and team offsite meeting logistics including invitations, RSVPs, catering, required technology, etc.
• Tactical management and execution of firm gifting strategies.
• Answer, screen and forward incoming calls to both the firm and the Partners.
• CRM database input and maintenance
• Maintain calendar of team member time off, birthdays, anniversaries, life milestone and recognition programs.
• Assist with special projects and other duties as assigned.

Qualifications

• Bachelor’s degree or equivalent administrative work experience
• High attention to detail and excellent organizational skills. 
• Strong written and oral communication skills. 
• Excellent problem-solving and time management skills
• Work effectively with people at all levels. 
• Resourceful and proactive.
• Commitment to maintain a high degree of confidentiality. 
• Present a helpful, get-it-done attitude with strong follow up skills. 
• Ability to multi-task, adapt to changing responsibilities and work in a fast-paced environment. 

Voyage Wealth Architects’ Core Values:

• Do Better – We continually look for areas of improvement, opportunities for growth, and ways to challenge the status quo.
• Collaborative – We are anchored to the best outcomes, not to our individual viewpoints – we recognize that collaboration and open mindedness result in better solutions for all.
• Generosity – We give our time, talent, networks and resources, steadily working towards the greater good.
• Don’t Pass the Buck – We take ownership of situations, actions, issues and resolutions.
• FUN! – We are dynamic, playful, clever and love good banter or competition. 

Disclosure:

This job description does not necessarily reflect all the duties of this position. Management reserves the right to revise this job description at any time. This job description is not a contract for employment, and either you or Voyage Wealth Architects may terminate employment at any time, for any legally permissible reason.

This position is for part-time work (20 hours per week). The position is located in downtown Minneapolis, MN, with very limited remote work opportunities as agreed with firm leadership.

Please forward resumes to Abby Schmidt at abby.schmidt@nm.com.

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