What are the responsibilities and job description for the Administrative Manager position at O'Hare Wealth Management?
The Client Administrative Manager (CAM) at O'Hare Wealth Management Affilated with Steward Partners plays a crucial role in the company's operations. Here's a detailed breakdown :
Purpose of the Job
The CAM is responsible for providing operational and administrative support to Financial Advisors or teams of Financial Advisors. This includes managing client interactions, handling administrative tasks, and ensuring that the advisors can focus on their core responsibilities of managing client portfolios and providing financial advice.
How It Fits into the Overall Business
Steward Partners Global Advisory is a full-service independent partnership that caters to family, institutional, and multigenerational investors. The CAM role is integral to maintaining the high standards of client service that the company is known for. By supporting Financial Advisors, CAMs help ensure that clients receive timely and efficient service, which is essential for client satisfaction and retention.
Why It's Important to the Company
The CAM position is vital because it enhances the client experience, which is a cornerstone of O'Hare Wealth Management's business model. Exceptional client service helps build trust and long-term relationships with clients, which are crucial for the company's growth and reputation in the financial services industry.
Why a Candidate Would Find This Role to Be a Perfect Fit
A candidate would find the CAM role appealing for several reasons :
Impactful Work : The role directly contributes to client satisfaction and the overall success of the financial advisors and the company.
Dynamic Environment : Working closely with financial advisors and clients offers a dynamic and engaging work environment.
Career Growth : The position provides opportunities for professional development and growth within the company.
Team Collaboration : Being part of a supportive team that values collaboration and excellence in client service.
This role is perfect for someone who is organized, detail-oriented, and passionate about providing exceptional client service. It offers a unique opportunity to be part of a leading financial advisory firm and make a meaningful impact on both the company and its clients.
