6 Executive Office Manager Jobs in Crofton, MD
Magellan Financial is Hiring an Executive Office Manager Near Crofton, MD
Copper Creek Financial is a notable independent firm, specializing in retirement planning, insurance, investments, and wealth management. Our core is rooted in profound knowledge and a solid dedication to serving our clients, offering tailored financial plans primarily designed to guide clients towards achieving a financially stable retirement.
Role Summary:
The Office Manager is responsible for the creation of new accounts, guaranteeing that clients enjoy a smooth transition that aligns with our firm's elevated standards. This position requires proficient multitasking, outstanding customer service, and adherence to our stringent criteria of excellence, playing a vital role in upholding client contentment and improving the efficiency of operations.
The Salary Range for this position is : $50,000 - $55,000
Primary Responsibilities:
- Process paperwork associated with new life insurance, annuity, and investment accounts.
- Provide exceptional customer service to new and existing clients, answering all queries about their accounts promptly and professionally.
- Assist in the onboarding process of new clients and ensure they are fully informed and comfortable with our services.
- Answer phones, email communications, scanning, copying files.
- Help with other projects and responsibilities as needed.
Required Qualifications:
- A minimum of 1-2 years of experience in a similar role within the financial services industry is strongly preferred.
- Exceptional customer service and communication skills.
- Proficient in Microsoft Office Suite and financial planning software.
- Ability to multitask and manage time effectively.
If you want to join a dynamic and passionate team dedicated to making a difference in people's lives, apply now!
Copper Creek Financial is an equal-opportunity employer and values diversity.
Job Type: Full-time
Pay: $50,000.00 - $55,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus opportunities
Ability to Relocate:
- Crofton, MD: Relocate before starting work (Required)
Work Location: In person
Job Summary
Full Time
Investment Management
$78k-103k (estimate)
02/26/2024
06/29/2024
magellangroup.com.au
DAWES POINT, NEW SOUTH WALES
100 - 200
2006
BRETT PETER CAIRNS
$200M - $500M
Investment Management
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The job skills required for Executive Office Manager include Customer Service, Planning, Microsoft Office, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be an Executive Office Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Executive Office Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Executive Office Manager positions, which can be used as a reference in future career path planning. As an Executive Office Manager, it can be promoted into senior positions as an Office Manager, Senior that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Executive Office Manager. You can explore the career advancement for an Executive Office Manager below and select your interested title to get hiring information.
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