What are the responsibilities and job description for the Office Manager Financial Advising Office position at Economic Financial Services?
Position Overview:
We are seeking a dependable and highly organized Office Manager to support the daily operations of a small financial advising office. This role is ideal for someone who values professionalism, enjoys creating order, and takes pride in helping both clients and team members feel supported. As the first point of contact for many clients, the Office Manager plays an important role in creating a welcoming office environment while keeping administrative processes running smoothly behind the scenes. Hours may begin part-time, with the opportunity to grow into a full-time position based on office needs and candidate fit.
Key Responsibilities:
- Manage day-to-day office operations and maintain an organized, efficient workflow
- Answer phones, respond to emails, and greet clients in a warm and professional manner
- Coordinate calendars, appointments, and meeting schedules
- Prepare, organize, and maintain client files, forms, and office records
- Assist with correspondence, reports, and meeting preparation
Qualifications:
- 3 years of office management, administrative support, or similar experience in the financial services industry is preferred
- Familiarity with financial industry regulations (e.g., SEC, FINRA) is a plus
- Proficiency in Microsoft Office, including Microsoft Excel, Microsoft Word, and Microsoft Outlook
- Strong organizational skills and attention to detail
- Clear written and verbal communication skills Ability to manage multiple priorities independently
- Professional discretion with confidential client information
What We Value:
Someone who is dependable, growth oriented, personable, and comfortable wearing several hats in a small office setting. The right person will appreciate being part of a close knit environment where reliability, kindness, and initiative matter just as much as technical skill. Someone interested in and willing to acquire knowledge in the financial and investment industry by taking licensing exams.
Schedule:
- Part-time to start, with flexibility based on office needs
- Opportunity for full-time hours over time
- In office hours with some work at home potential
Compensation & Benefits:
- Competitive salary based on experience
- Paid time off and holidays
- Opportunities for professional development
- Supportive and collaborative work environment
Work Location: In person