Office Manager

 Office Manager – Local financial group has an immediate need for an experienced professional to work with group of financial advisors assisting with management and organization of client information, to include attending and servicing client needs.  Monday through Friday 8:30 AM to 5:00 PM. Temp-to-Hire. McMurray $24.00 per hour. 

Responsibilities:

·   Open and sort incoming mail, prepare outgoing mail (candidate must be fingerprinted, required by Broker Dealer)

·   Discretion with client confidential information

·   Assist with office operations where appropriate to include data entry, telephone and other administrative duties

·   Client follow-up for scheduled appointments via phone including confirming upcoming appointments

·   Manage special client related projects, i.e.: mass mailing (cards or special client letters)

·   File client statements and correspondence and also retrieve files when requested

·   Assist with client implementation of client marketing programs, along with outreach to current clients

Qualifications:

·   4-year College Degree or Business School equivalent and office experience preferable

·   IT- Savvy with strong understanding of online platforms/web-based tools required

·   Typing skills necessary for reprinting of standardized letters and memos to various investment and insurance companies

·   Valid driver's license

·   Must be detail oriented person who possesses solid decision-making ability

·   Excellent communication, organizational, analytical skills and capability to multi-task

·   Must take initiative and work independently