Office Liaison at OPTIMIZE FINANCIAL – Laguna Hills, California

Our Mission: Compounding Hope

Optimize Financial exists to compound hope for our clients, our team, and the world. We lean into optimism and caring excellence as we guide our clients in optimizing their financial decisions.

We are seeking an Office Liaison to serve as the central hub of our office and the first point of connection for our clients. This role is ideal for someone who enjoys creating a welcoming environment, keeping things organized and running smoothly, and supporting both people and processes.

Our Core Values guide how we show up every day:

· Optimism: We are optimistic about the future and have a fundamental, hope-filled belief that we can create a bright future. We know that meaningful progress includes challenges, and we welcome them as opportunities to grow, serve, and create beauty in any circumstance.

· Caring Excellence: We endeavor to optimize what truly matters, relentlessly pursuing what is best for our team, our clients and the world.

Who We Are Looking For

• Warm, professional, and service-oriented.
• Proactive, dependable, and comfortable taking ownership.
• Calm, steady presence with emotional maturity.
• Enjoys being organized and paying attention to detail.
• Able to use judgment and discretion when handling sensitive information.
• Prior experience in a financial services or professional office environment.

What You’ll Do

Simply put, you will:

1. Build authentic and meaningful RELATIONSHIPS.
2. Follow our steadfast, holistic, and optimistic PROCESS.
3. Provide excellent and caring SERVICE.

Which will include:

• Serving as the first point of contact for clients in person, by phone, and via email
• Coordinating and managing client scheduling across multiple calendars and priorities in a complex scheduling environment
• Thoughtfully triaging incoming calls and inquiries with discretion
• Preparing meeting spaces and helping ensure the office is consistently client-ready
• Managing incoming and outgoing mail, overnight shipments, and periodic client check deposits
• Taking ownership of office organization, supplies, snacks, and shared spaces to ensure a calm, client-ready environment
• Supporting internal administrative workflows and serving as a central coordination point for the office and team
• Providing direct administrative support to the Executive Vice President of Administration
• Participating in internal team briefs and assisting with preparation of client meeting agendas
• Performing basic account maintenance and money movement tasks
• Growing into more complex account maintenance and money movement responsibilities over time, and serving as backup support for core administrative functions
• Handling sensitive client and firm information with discretion, confidentiality, and professionalism

Why This Role Matters

This role plays a key part in delivering on our mission of Compounding Hope by ensuring clients feel supported, the office runs smoothly, and the team is set up for success.