Job Description

POSITION SUMMARY

We are seeking an organized, detail-oriented, and professional Office Administrator to manage daily front office operations and ensure smooth communication across departments. This role serves as the first point of contact for visitors and clients, providing an exceptional customer experience while supporting administrative, accounting, and scheduling needs. The ideal candidate maintains a positive and professional demeanor, can multitask in a fast-paced environment, and takes initiative to keep the office running efficiently.

OBJECTIVES

• Greet and assist clients, vendors, and visitors in a professional and friendly manner.
• Answer and direct phone calls, emails, and other inquiries promptly.
• Maintain a clean, organized, and welcoming front office environment.
• Assist with scheduling meetings, appointments, and coordinating calendars.
• Manage office supplies, vendor communication, and service requests.
• Support bookkeeping and administrative functions such as data entry, filing, and record keeping.
• Prepare documents, correspondence, and reports as requested by management.
• Contribute to a positive team environment and uphold company values in all interactions.

COMPETENCIES

• Strong written and verbal communication skills.
• Professional and courteous customer service.
• Excellent organizational and time management skills.
• Proficient in Microsoft Office and basic computer applications.
• Ability to handle multiple priorities with attention to detail.
• Works effectively both independently and within a team.
• Maintains confidentiality and exercises discretion when handling sensitive information.
• Basic knowledge of scheduling systems and office management software preferred.

EDUCATION AND EXPERIENCE

• High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
• 2+ years of experience in administrative, office management, or front desk roles.
• Experience in a professional services, construction, or hospitality environment is a plus.
• Familiarity with basic bookkeeping, scheduling, or CRM systems preferred.

COMPENSATION & BENEFITS

• Medical, dental, vision
• 401k
• PTO - Two weeks
• 9 company observed holidays
• Summer Fridays - Half days on Fridays in the summer
• Ongoing training and development
• Turnkey process & proven strategies for success
• No cold calling, leads are provided

PHYSICAL REQUIREMENTS

• Ability to lift up to 15 pounds
• Sitting at desk for a period of time

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Strategies for Wealth Management recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.

If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to dvalerio@cardoneventures.com Already a candidate? Please connect directly with your recruiter to discuss this opportunity.

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

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

Application Question(s):

• Experience in administrative, office management, or front desk roles.

Experience:

• CRM software: 1 year (Required)

Ability to Commute:

• Shelton, CT 06484 (Required)

Work Location: In person

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