Financial Practice Manager

SUMMARY: Experienced Financial Advisor is looking for a highly organized, dependable Practice Manager to assist with the growth of his practice. This position focuses on providing sales, administrative and client service support. The primary responsibilities of this role include managing day-to-day tasks, emails & calendars, providing logistical support, and working on operation-related projects. This person will need to perform tasks and responsibilities while maintaining a professional and personable attitude. The ideal candidate will have a background in the financial service and life insurance industry. Hybrid role out of Bedford, NH.

Salary Range: 60,000 – 70,000

Responsibilities

Administrative & Operational Support

• Calendar management
• Prompt email management.
• Coordinate meetings, book conference rooms, and prepare agendas
• Generation of reports with summaries
• Providing a wide variety of administrative support activities
• Participating in additional projects
• Other clerical functions and related duties as assigned.

Client Relationship Management

· Interact in a professional manner with clients

• Direct client service
• Respond to routine client service issues and requests, new business applications
• Onboard new clients and manage the on-going client relationship
• Communicate with insurance and asset management companies

Compliance & Data Management

• Maintain client files to standards set by compliance
• Manage the client relationship database and client files
• Handling of business-sensitive and confidential information.

Team & Professional Development

• Practice management and team support
• Provide ongoing communication, updates and support to other team members
• Participate in ongoing training and development opportunities

Specific Knowledge & Skills

• Excellent verbal and written communication skills
• Strong interpersonal and customer service skills
• Exceptional organizational skills and attention to detail
• Strong collaborative skills
• Superb time management skills with a proven ability to meet deadlines
• Ability to work well under pressure while managing multiple priorities and deadlines

Requirements

• Associate or bachelor’s Degree.
• Minimum of 2 years of relevant sales support experience
• Proficiency in Microsoft Office Suite, especially Outlook, Word and Excel
• Working knowledge of financial concepts preferred

Benefits

Full-time employees are eligible for the company benefits, including PTO, Health, Company Holidays, Hybrid Schedule, and Bonus Opportunities.

Equal employment opportunity

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Hiring Alert

We will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Application Question(s):

• Do you have working knowledge of financial concepts?

Education:

• Associate (Preferred)

Experience:

• Relevant Sales Support: 2 years (Preferred)
• Microsoft Office Suite: 2 years (Preferred)

Ability to Commute:

• Bedford, NH 03110 (Preferred)

Work Location: Hybrid remote in Bedford, NH 03110

Salary : $60,000 - $70,000