Practice Manager

Location: Woodbury, Long Island (In-Office)

Schedule: Monday–Friday (Office closes at 3:00 PM on Fridays)

Position Overview

We are seeking a highly organized and detail-oriented professional to support the operational workflow of a growing financial services practice. This role is critical to ensuring a seamless client experience while supporting the advisory team's efficiency, responsiveness, and proactivity.

The ideal candidate thrives in a fast-paced environment, is comfortable managing multiple workflows simultaneously, and takes pride in keeping processes structured and moving forward.

Key Responsibilities

• Manage client onboarding processes, including data collection and documentation
• Oversee deal flow across wealth management, life insurance, tax planning, and other advisory solutions
• Prepare and track life insurance applications to ensure timely processing
• Coordinate investment account opening, paperwork, and follow-ups
• Schedule meetings, confirm appointments, and maintain calendar organization
• Support social media efforts and digital engagement initiatives
• Assist in maintaining smooth day-to-day operations of the practice
  
  

Qualifications

• Strong organizational and time-management skills
• Exceptional attention to detail
• Clear and professional written and verbal communication skills
• Ability to manage multiple priorities with accuracy and efficiency
• Proactive mindset with a team-oriented approach
  
  

This is an excellent opportunity for someone who enjoys supporting a growing advisory team, creating structure within a dynamic environment, and playing a key role in delivering an exceptional client experience.

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