Office Manager - Financial Services

Office Manager - Financial Services Details:

• Temp-to-Hire position
• $20.00 to $23.00 /hour
• Full Time work available
• First Shift (Monday through Friday from 08:00am to 04:30pm)

Client Service:   Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.

Account Management:  Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.

Administrative & Operational Support:  Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. 

Technology:   Strong computer literacy with willingness to learn new technology and programs while using Microsoft Office products and other firm-provided software.