Office Manager

As part of this dynamic team, the Office Manager will head the day-to-day office operations. This includes but is not limited to managing / leading the service team as well as the servicing advisors of the office.

Key Responsibilities

• Lead the office in a variety of areas including maintaining operational procedures, technology implementation and enhancements, enriching the client experience.
• Train new employees in operational processes & procedures.
• Handle escalations of issues including but not limited to working with the custodian(s) and / or parent team to help team members get issues resolved quickly and effectively.
• Be a boots-on-the-ground culture advocate for the company.
• Work closely with each team to ensure business gets processed accurately, efficiently, and follows all compliance standards.
• Greet clients and answer phones in a professional and welcoming manner. Check phone messages, update calendars, confirm appointments, and pull client files.
• Prepare the lobby and conference rooms for client meetings. Responsible for maintaining the waiting area, kitchen and common areas.
• Manage incoming and outgoing mail.
• Take on projects as needed or assigned to support overall branch operations.
• Record and reconcile meeting notes and tasks in CRM.
• Support parent company in a variety of other duties and responsibilities as required by your supervisor.

Qualifications

• High School Diploma
  or GED required. Associate or bachelor's degree preferred.
• Demonstrates proficient industry experience and knowledge.
• 2 years of financial services experience
  in a similar role.
• Proficiency in Microsoft Office Suite
  and experience with CRM systems.

Skills & Competencies

• Excellent organizational skills and strong attention to detail.
• Demonstrates the ability to maintain accuracy and consistency in all areas of the role.
• Exceptional verbal and written communication abilities.
• Polished interpersonal skills with a client-first attitude.
• Ability to manage multiple priorities in a time-sensitive environment.
• Professional presence and high standards of confidentiality.
• Adaptable, proactive, and open to learning systems, processes, and responsibilities.
• The ability to build and foster relationships internally and externally.

Benefits

• Employee-only costs covered Medical, Dental and Vision insurance. Additional family members may be added and will be deducted from employees' bi-weekly pay.
• 401(k) options available.
• Generous PTO policy along with 10 paid holidays per year.
• Ancillary benefits are offered including but not limited to short-term disability, longer term care coverage, legal support and more.
• Group life insurance for all employees. Additional coverage is available with premiums deducted from employees' bi-weekly pay.

Benefits:

• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending