Professional Office Manager

We are a well established, small financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients and excellent growth potential to help you reach your personal and career goals.



Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning environment. We value our employees and we take pride in recognizing their outstanding talents and efforts. We are committed to the delivery of superior quality of services based on a foundation of honesty, integrity and ethical treatment.



We are currently seeking a Professional Office Manager who is familiar with the financial planning and investment management process, and is dedicated to helping take our company to the next level. This position requires a goal-oriented, self-motivated and professional person. The primary responsibility will be administrative and general office duties to support our company owner and lead financial planner. The position is responsible for maintaining office organization, scheduling client meeting with our current client base on behalf of our company. All candidates should demonstrate a high level of organization, knowledge of basic technology programs such as the Professional Microsoft Office Suite namely Word, Excel, and Outlook, and excellent interpersonal and communication skills.



Responsibilities include but are not limited to:

General and Administrative:

Prepare, coordinate and follow through on any needed correspondence with new or existing clients.
Answering telephone
Basic office technology needs such as computer updating, internet research and email correspondence
Greeting clients and coordinating client office visits
Updating, maintaining and scheduling client or other office meetings
Office organization including scanning and filing office documents
Updating, creating and using Microsoft Excel spreadsheets
Office supply organization, ordering and researching
Client correspondence (Birthday and Holiday cards, regular client mass emails, quarterly/semi-annual/annual mailings)
New client file preparation and organization
Updating and maintaining office marketing materials including website, brochures and other correspondence
Associate travel scheduling; flight, hotel, car and other travel arrangements
Client or Associate event planning: seminar coordination, study group arrangements and/or client events
Sorting, reviewing and organizing mail
Preparing client account applications
Basic understanding and follow through of the financial planning process
Liaison between other outsourcing firms and our company to improve office efficiency
Maintain client electronic database—willingness to learn industry specific software programs
REQUIREMENTS


Qualifications:

Strong verbal and written communication skills.
Strong persuasive and interpersonal skills.
Ability to identify, meet and follow through with client’s needs and requirements.
Must be a self-starter and a problem solver.
Must be a goal-oriented team player.
Strong attention to detail.
Must demonstrate excellence in organizational and time management skills.
Able to perform multiple tasks efficiently.
Exceptional phone and client service skills, positive and upbeat attitude at all times.

Benefits:

Salary Range: $28,000-$31,000, negotiable based on experience and education
Company provided health insurance program
Retirement plan with company match
Paid vacation and holiday’s
Continuing education allowance
Normal working hours

We are an equal opportunity employer. Selected candidate may be required to pass a drug test, background check and personality test.