What are the responsibilities and job description for the Office Manager position at Egermier Wealth Management Group?
We are a small, family-owned, dynamic, and established financial planning and investment firm dedicated to providing top-notch financial services to our clients. With a focus on integrity, innovation, and excellence, we strive to help individuals and families achieve their financial goals and secure their futures.
Position Overview:
We are seeking an experienced and highly organized Office Manager to join our team. The Office Manager will play a key role in ensuring the smooth operation of our office and providing essential administrative support to our team of financial planners and advisors.
Responsibilities:
- Oversee day-to-day operations of the office, including managing administrative tasks, coordinating schedules, and ensuring efficient workflow.
- Serve as the primary point of contact for clients, visitors, and vendors, providing exceptional customer service and representing the firm in a professional manner.
- Manage office supplies and equipment, including ordering supplies, coordinating maintenance, and ensuring adequate inventory levels.
- Assist with client communications and correspondence, including drafting emails, letters, and reports.
- Coordinate meetings and appointments for advisors and clients, including scheduling conference rooms, preparing meeting materials, and arranging catering as needed.
- Handle basic accounting tasks, such as processing invoices, expense reports, and payroll, in collaboration with our accounting team.
- Assist with special projects and initiatives as needed, demonstrating flexibility and willingness to pitch in where needed.
Qualifications:
- Previous experience in office management or administrative support role, preferably in a financial services or professional services environment.
- Strong organizational skills and attention to detail, with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- Excellent communication and interpersonal skills, with the ability to interact professionally with clients and colleagues at all levels.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other office software applications.
- Experience with accounting software (e.g., QuickBooks) is a plus.
- Proactive and resourceful problem solver, with a positive attitude and a willingness to learn and adapt.
- Bachelor's degree in business administration, finance, or related field is preferred but not required.
Benefits:
- Competitive salary commensurate with experience.
- Comprehensive benefits package, bonus potential, retirement savings plan, and paid time off.
- Opportunities for professional development and growth within the firm.
- Collaborative and supportive work environment with a focus on work-life balance.
If you are a motivated and organized individual with a passion for providing exceptional service and supporting a team of financial professionals, we want to hear from you! Please submit your resume and cover letter outlining your qualifications and why you are interested in joining our team.
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- 401(k) matching
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
Ability to Relocate:
- Omaha, NE 68130: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000 - $70,000