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Platform Wealth AdvisorsRIA · Holladay, UT

Office Manager

  • Salisbury, MD
  • On-site
$63K–$70Ka year · pay range posted by Platform Wealth Advisors

Posted October 19, 2026Verified live today on Platform Wealth Advisors’ careers site

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About the role

Role
Finance, HR and administration
Seniority
Mid
Apply Job Type Full-time Description

Due to continuing growth, our team is looking to add an Office Manager in the Salisbury, MD office. The Office Manager will serve on the front lines of what we do every day. The number one goal of a successful Office Manager is to set a solution driven, customer centric, positive tone with clients. Behind the scenes, you will be expected to proactively work with the office Director to make sure our team is operating at full capacity and nothing falls through the cracks. Software and process adoption is expected from every Office Manager.


Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. Enjoy a professional and dynamic work environment while making work/life balance a priority.


What you will do:

  • Front office management serving clients, staff and vendors.
  • Manage projects and workflow from drop-off to delivery, including scanning, filing and processing information.
  • Follow detailed procedures accurately and efficiently.
  • Provide the highest level of service to our clients with timely responses and resolutions.
  • Professional business writing for client and government correspondence.
  • General office duties, including phones, scheduling, filing.
  • Maintain Accounts Receivable and Payable, manage department expenses.
  • Assist with other projects related to accounting and tax.


What we look for:

  • Professional office experience 2+ yrs required, proficient with Microsoft Office
  • QuickBooks, A/R and A/P experience preferred
  • Superior attention to detail and ability to multi-task
  • Excellent verbal and written communication skills
  • Independent worker and learner, willingness to take on new tasks
  • Ability to self-manage projects, proactive problem solving, analytical skills
  • Ability to learn, understand and utilize new technology systems quickly
  • Exceptional customer service skills
  • Associate’s degree required, Bachelor’s degree preferred


What we offer:

  • Opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Competitive compensation
  • 401(k) and medical benefits

The expected salary range for this role is $63,000 - $70,000 per year, which represents a good faith and reasonable estimate. Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring. Relevant qualifications include, but are not limited to employee education, training, skillset, credentials/certifications, relevant work experience, geographic work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal level and peer equity, and market considerations.


Applications will be accepted until the position is filled.

Posted on Platform Wealth Advisors’ careers site and shown here in full, as the firm wrote it. Open the original posting

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