Financial Office Manager
📋 Role Overview & Responsibilities
Financial Office ManagerAdvance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.Park Square Financial Group in Roswell, GA is seeking a full-time Financial Office Manager. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.
Position Overview:The primary responsibility of this position is to provide support to the Managing Partner by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.
Minimum Requirements Bachelor's Degree preferredFinancial industry experience requiredRIA industry experience preferredWorking knowledge of MS Office and other CRM Software preferredPrevious experience with custodians, preferably Fidelity & Schwab
Key Responsibilities:Receive incoming client calls in a friendly mannerProcessing new client applicationsInput prospects to databaseHandle servicing of specific client accounts (opening, closing, and transferring of accounts)Manage Advisors calendar, keep Advisor organized, and prep for all client meetingsSet appointments, reschedule appointmentsWork with team on any HR issuesKeep CRM updated with client interaction and processesWork independently and proactively to meet personal business goalsActively work with vendors associated with the firmSuperior ability to supervise and motivate team to act towards achieving goalsCoordinate employee training and development initiatives to enhance skills and knowledge within the organization
Salary $70,000-$80,000 BOE
BenefitsAfter six months100% Healthcare premiums paid3% company contribution that is 100% vested to the company 401k
Hours8:30am-5:00pm M-TH8:30am-4:00pm F
If you meet or exceed the expectations described above, please apply today!
Presented by Advisor Employee Services Thank you for your interest in the Financial Office Manager role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
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This position is located in Roswell, GA with potential relocation and sponsorship assistance depending on candidate qualifications.
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