Office Manager
: Job Details :

Office Manager

Advance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.

Bella Advisors, located in Roswell, GA is seeking a full-time Office Manager. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and be skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.

Position Overview:

The primary responsibility of this position is to provide support to the Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.

Minimum Requirements:

• 2+ years of administrative office experience in a fast-paced environment
• Financial industry experience preferred
• Advanced skills with MS Office Suite
• High attention to detail
• Strong organizational skills
• Deductive reasoning skills
• Adaptability
• CRM experience preferred

This position requires that you possess the following skills:

• Strong organizational skills and strong attention to detail
• Excellent communication skills; both verbal and written
• Calendar management
• Polished interpersonal and presentation competencies
• Exceptional phone skills
• Sincere and caring attitude
• Great sense of humor
• Provide outstanding client service
• Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work

Key Responsibilities:

• Receive incoming client calls in a friendly manner
• Processing new client applications
• Input prospects to database
• Handle servicing of specific client accounts (opening, closing, and transferring of accounts)
• Manage Advisors calendar, keep Advisor organized, and prep for all client meetings
• Set appointments, reschedule appointments
• Work with team on any HR issues
• Keep CRM updated with client interaction and processes
• Attend seminars/workshops and follow up with the prospects from the seminars
• Work independently and proactively to meet personal business goals
• Assist Advisors with follow up on Marketing Leads
• Actively work with vendors associated with the firm

Salary:

• $65,000 + bonuses

Benefits:

• Health Insurance
• PTO
• 401 (k)

Hours:

• Monday – Thursday 9am-5pm; Friday 9am-4pm
• In office
• Some evenings required for client events

If you meet or exceed the expectations described above, please apply today!

Presented by Advisor Employee Services Thank you for your interest in the Office Manager role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!