SFG is seeking a motivated individual with a professional demeanor to fulfill an office manager / executive assistant and event coordination role. This individual must be a self starter who can see what needs to be done and do it. The primary responsibilities will be focused on office management; including greeting visitors, managing calls, scheduling, handling mail, and providing general administrative and office support. Secondary responsibilities will be focused on assisting others in event execution; including sending invitations, maintaining the RSVP list, and ensuring all the details for the venue are executed.

At Stearns Financial Group, we're all about nurturing talent and empowering individuals to reach their full potential. As a leading wealth management company, we offer a supportive environment where self-starters can thrive and grow. Our firm culture is everything to us-it's the foundation of our cohesive team, drives innovation, and ensures every member feels valued, supported, and motivated to excel. Therefore, this role is perfect for someone early in their career or looking to make a change. At SFG, there are no limits to what you can achieve.

From day one, we invest in your success. You'll receive regular training sessions to enhance your skills in customer service, administration, marketing, and wealth management topics. Opportunities for cross-departmental exposure and access to resources like online courses and workshops will support your continuous growth. We conduct regular performance reviews and goal-setting sessions to ensure your development aligns with your career aspirations. Additionally, we offer further support for your educational and personal needs as you desire and need them.

Job Duties/Responsibilities

Office Manager:

• Greet and welcome visitors with a positive and professional demeanor.
• Answer, screen, and transfer incoming calls to the appropriate department or individual.
• Manage incoming and outgoing mail, packages, and deliveries.
• Schedule client and internal meetings including arranging refreshments or meal orders

• Order gifts for clients (special life events - having a baby, getting married, milestone birthdays, also send for illnesses, surgeries, death in family usually do in memory to a charity) and COIs for referrals.
• Help maintain client database.
• Manage creation and delivery of client birthday cards.
• Scan paperwork into the electronic imaging/filing systems.
• Check inventory and order office supplies (including drinks/snacks/kitchen paper products), manage office equipment (printers / copiers and postage machine).
• Maintain organization and cleanliness of meeting, common and break areas of office.

Event Coordinator:

• For local in-person events: determine event location, work with event coordinator to determine setup and menu, work with rental company as needed (tables/chairs/linens), design invitation, track attendees, create name badges, pay invoices, greet clients at the event
• Assist with marketing tasks such as creating headlines for email campaigns, newsletters, and social media.
• Submit marketing material to compliance for approval before use.
• Monitor and report on the performance of marketing campaigns and initiatives.
• Manage the firm-wide marketing calendar.
• Collaborate with internal teams to ensure marketing efforts align with overall company objectives.

Skills/Competencies:

• Communication: Effectively communicates with colleagues and clients, following clear instructions and demonstrating understanding of assigned tasks.
• Problem Solving: Utilizes resources and procedures to solve problems effectively.
• Detail-Oriented: Focuses on understanding task details while maintaining awareness of the big picture.
• Organization: Maintains organized documentation and can retrieve specific items quickly using various filing systems. Documentation of all work completed and in process is a must, including client conversations.
• Time Management: Multitasks and prioritizes tasks in a fast-paced environment, managing conflicting priorities effectively.
• Work Style: Works well independently and collaboratively, forming good relationships and demonstrating sensitivity and respect.
• Initiative: Proactively seeks opportunities to assist colleagues and improve processes, demonstrating a positive work ethic and willingness to take initiative.
• Growth Mindset: Shows a willingness to learn and adapt, with a basic understanding of marketing principles and familiarity with social media platforms.

If you are a self-starter with a passion for client service and a desire to grow professionally, we encourage you to apply. At Stearns Financial Group, the sky is the limit, and we are excited to welcome motivated individuals who are ready to seize new opportunities and make a difference.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.