Office Manager (Financial Planning Firm)
: Job Details :

Are you a proactive problem-solver with a passion for excellence? Do you thrive in dynamic environments where your strategic thinking and leadership can make a tangible impact? If so, we invite you to explore an exciting opportunity with Summit Retirement Solutions.

The Opportunity:

We're seeking an Office Manager who embodies an ownership mentality and is eager to lead our principal office's operations. In this role, you'll enhance our operational efficiency and contribute to our firm's success.

Key Responsibilities:

• Operational Leadership: Oversee daily office operations, ensuring seamless functionality and efficiency.
• Process Optimization: Evaluate and refine workflows to support scalability and growth.
• Team Development: Recruit, onboard, and mentor team members, fostering a positive and productive work culture.
• Client Service Excellence: Maintain meticulous attention to detail in managing back-office systems and client service processes.
• Strategic Execution: Balance big-picture vision with tactical execution of daily tasks.

What We're Looking For:

• Experience: Seasoned professional with a background in office management, preferably within financial services or a similar environment.
• Adaptability: Quick learner with the intellectual curiosity to master industry-specific knowledge.
• Communication: Exceptional ability to communicate effectively with team members, clients, and vendors.
• Technology Proficiency: Comfortable with office management tools, CRM platforms, and financial software.
• Drive for Excellence: A continuous improvement mindset, continually seeking ways to enhance processes and client experiences.

Why Join Us?

At Summit Retirement Solutions, you'll have the opportunity to actively shape our firm's future. We value individuals who take pride in their work, embrace challenges, and view them as opportunities to contribute meaningfully. If you're energized by creating structure, implementing systems, and enabling growth, we encourage you to apply.

About Us:

At Summit Retirement Solutions (www.Summit-RS.com), we specialize in holistic retirement planning, insurance, and wealth management services. Our mission is to empower individuals and families to achieve their ideal retirements through personalized, tax-efficient strategies. As a rapidly growing, privately owned firm in Glastonbury, CT, we pride ourselves on our integrity, transparency, and unwavering commitment to our clients' financial well-being.

Summit Retirement Solutions is an Equal Opportunity Employer.