What are the responsibilities and job description for the Office Manager - RDM Financial Group position at HighTower Advisors?
Your Future Team:
RDM Financial Group at Hightower Advisors is a high-net-worth wealth planning practice, with assets under management of approximately $1.2 billion, whose roots were planted in Westport, CT nearly 35 years ago. We are an established and successful financial advisory firm that is part of the larger Hightower network. Our firm is an ensemble, where team members collaborate as one on behalf of our clients. We truly believe our collaborative relationships and approach creates an outstanding result for every client we serve. Shunning the legacy “sales” driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life’s journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing the diversity of age, race, gender, background, and skillsets. It is through this ensemble approach we attempt to create ever-increasing value for our clients.
Make a plan. Make an investment. Make a difference.
We are growing our team, and are looking for an administrative professional that will effectively be the office manager. You will report to the Chief Operating Officer. #LI-Onsite
What You’ll Do:
Office Management and ‘Well-Being’
Soft skills
We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don’t need to feel locked into a fixed path or role.
We believe the foundation of an extraordinary, high-performing, team is one in which each individual team member is permitted, encouraged, and supported to manage and develop their unique gifts and strengths. When combined with teammate’s unique gifts and strengths, the ensemble team is formed. It is in this way that when the individual team members succeed, the team succeeds, the client succeeds, and the community at large succeeds. We do not view these as mutually exclusive.
We provide:
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
RDM Financial Group at Hightower Advisors is a high-net-worth wealth planning practice, with assets under management of approximately $1.2 billion, whose roots were planted in Westport, CT nearly 35 years ago. We are an established and successful financial advisory firm that is part of the larger Hightower network. Our firm is an ensemble, where team members collaborate as one on behalf of our clients. We truly believe our collaborative relationships and approach creates an outstanding result for every client we serve. Shunning the legacy “sales” driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life’s journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing the diversity of age, race, gender, background, and skillsets. It is through this ensemble approach we attempt to create ever-increasing value for our clients.
Make a plan. Make an investment. Make a difference.
We are growing our team, and are looking for an administrative professional that will effectively be the office manager. You will report to the Chief Operating Officer. #LI-Onsite
What You’ll Do:
Office Management and ‘Well-Being’
- Answer incoming client calls and first point of contact for all visitors
- Ensure the common areas are kept clean (we have a cleaning service), supplies are stocked, packages have been shipped, etc.
- Coordinate and confirm client in-office and external meetings
- Greet visitors and preparing the conference room for client meetings
- Manage vendor invoices
- Keep stock of office/kitchen supplies
- Send new client welcome packages, scanning documents, creating shipping labels, copier, etc.
- Work with our marketing professional to organize client appreciation events: secure venues, catering, incidentals
- Manage client gifts and holiday card mailings
- Ensure and expand brand integrity through client satisfaction and expectation setting
Soft skills
- 5 or more years of experience in a related position, preferably in the financial services industry
- Attention to detail and managing projects
- Client service experience and mentality
- Ability to adapt, pivot, and learn
- Enthusiasm, positive attitude, ability to build rapport
- Desire to add value to an organization
- Experience with Microsoft Office
- Proficiency with standard office equipment: copy/scan, webcam,
- Ability to learn specialized software with support and guidance
- Communication, engagement, and feedback
- Participation, ownership, and accountability
- Passion, enthusiasm, and earnest joyfulness
We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don’t need to feel locked into a fixed path or role.
We believe the foundation of an extraordinary, high-performing, team is one in which each individual team member is permitted, encouraged, and supported to manage and develop their unique gifts and strengths. When combined with teammate’s unique gifts and strengths, the ensemble team is formed. It is in this way that when the individual team members succeed, the team succeeds, the client succeeds, and the community at large succeeds. We do not view these as mutually exclusive.
We provide:
- Annual salary range of $60,000-$70,000 plus annual discretionary bonus based on qualifications and experience
- Benefits on day one: health, dental, vision, life, disability, pet insurance
- 401(k) with match
- Paid time off
- On-the-job training
- Resources for career development
- Support for continuous learning
- Mentorship
- A supportive and collegial team atmosphere
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Salary : $60,000 - $70,000
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