What are the responsibilities and job description for the Office Manager position at North Texas Wealth Management?
Join Our Team as an Office Manager at North Texas Wealth Management!
About Us
At North Texas Wealth Management, we’ve been empowering individuals and families to achieve their financial goals since 1968. As a fee-based wealth management firm, we take pride in offering personalized services across all stages of the financial journey. Our team-oriented culture fosters collaboration, positivity, and growth, backed by industry-leading technology and competitive benefits. We are committed to values-based investing, leveraging innovative tools to optimize financial planning and maximize investment and tax strategies.
About the Role
We’re seeking an Office Manager to join our team full-time at our Flower Mound, TX office. Initial training will take place at our Allen, TX office. As an Office Manager, you’ll be the welcoming face of our office and a key point of contact for our clients. In addition to providing outstanding administrative support, you’ll help ensure smooth daily operations, delivering exceptional service that reflects our commitment to excellence.
What You’ll Do
- Client Interaction : Greet clients with professionalism, answer phones, and ensure inquiries are appropriately addressed or directed.
- Customer Service : Respond to service requests and process business needs while delivering an outstanding client experience.
- Administrative Support : Manage scheduling, calendar events, and office administration tasks, maintaining an organized and efficient work environment.
- Office Maintenance : Restock supplies and coordinate with vendors to maintain a well-functioning office space.
- CRM Management : Keep our Salesforce CRM up to date with accurate client information and relationship details.
What We’re Looking For
What Makes You a Great Fit
Location
This role is based on-site in Flower Mound, TX, with initial training in Allen, TX.
Benefits :
