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Director of Administration, Charter Oak Capital Management 

With locations in Maine and New Hampshire

The Director of Administration is a member of the firm’s Leadership Team, in charge of internal firm administration and contributing to the overall productivity, morale, and success of the team.


Charter Oak Capital Management is a wealth management firm dedicated to bringing independent advice to New England's top earners. Charter Oak offers a collaborative, growth oriented, learning environment supported by a culture of genuine care for each other and our clients while embracing an EOS (entrepreneurial operating system) process in running our business.


Charter Oak embraces four core values: seeking excellence, a can-do attitude, service above self, and being a team player. These values guide our collective thoughts, feelings, and actions both internally and with our clients. Charter Oak seeks candidates who exhibit these values as they are the root beliefs we operate from and the foundation we build our business on.

What you will do in this role:

  • Lead, manage and own the administrative functions of the company, including finance/accounting, human resources, facilities, and information technology.
  • Oversee budgeting, cash flow monitoring, financial statements, key performance indicators, billing, and advisor compensation with the support of a bookkeeper.
  • Lead employee experience at all stages of development, including recruiting, new hire onboarding, benefits management, and maintenance of employee records.
  • Build on the reward and recognition approach for Charter Oak; including birthdays, work anniversaries, and other significant milestones, fostering a positive and inclusive workplace culture.
  • Internal IT leader for hardware and software needs, ensuring all team members have the technological tools they need to succeed. Act as the primary liaison with external managed services providers.
  • Oversee facilities management/office space needs and be the primary contact for the firm’s two physical locations.
  • Provide administrative support to teams as needed, improving overall workflow and efficiency.
  • Manage relationships with vendors, ensuring that all contractual obligations are met and renegotiating contracts as necessary to benefit the company.

You’ll be a great match if you have: 

  • 10 years' experience in an administrative leadership role with a team of direct reports.
  • Excellent analytical and troubleshooting skills.
  • Strong emotional intelligence, an ability to perceive, reason with, understand and manage people, and an ability to guide teams toward success.
  • Exceptional written and verbal communication skills, including writing, speaking, and active listening.
  • Ability to effectively apply technological solutions, as well as communicate technical information in a manner that is clear and easily understood.

Compensation and Benefits:

  • Salary commensurate with experience and consistent with industry salary surveys within our competitive marketplace.
  • Group health eligibility on start date
  • Monthly health care stipend  
  • Company 401(k) plan with up to 3% match
  • Company-provided Health Savings Account
  • Potential profit-sharing contributions
  • Short-term disability
  • long-term disability
  • Flexible Savings Account (FSA) plan
  • Flexible paid time off policy
  • 11 paid holidays per year
  • Daily lunches provided
  • Quarterly local volunteer opportunities built into the workday.