What are the responsibilities and job description for the Office Manager (Financial Planning Firm) position at Magellan Financial & Insurance Services, Inc.?
About Us :
At Summit Retirement Solutions ( , 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.
Compensation : $40,000 - 50,000 Bonuses
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 :
- Workshop Help : Attend workshops (2x / month) where you will assist with check-in and appointments post workshop.
- Client Service Excellence : Proficient on the phones - able to make outbound calls confirming seminar details and engage in brief interactions.
- Technology Proficiency : Ability to navigate digital systems and applications.
What We’re Looking For :
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.
Summit Retirement Solutions is an Equal Opportunity Employer.
Salary : $40,000 - $50,000
