Office Manager

We are a financial planning firm based in Columbus, Ohio and are building another team based in Cleveland, OH to serve clients in that region of the state.

We are looking for an “A " Player looking to take charge and join a motivated, fast-growing team. Someone who strives for a high level of client care, takes customer service to the next level, and has a friendly personality. This team member will be instrumental in ensuring clients have the most memorable and positive experience. Our expectations are high and our culture is best in class. You will have ample support, coaching, and time to understand and master the required tasks.

Minimum Requirements:

• Provide outstanding client service
• Friendly and optimistic personality
• Ability to get things done with little oversight
• Desire to obtain long-term employment
• Reliable with exceptional work ethic
• Polished phone skills
• Strong organizational skills, detail-oriented, proactive, and resourceful
• Ability to prioritize projects and manage time
• Calendar management
• Strong follow-through

Main Responsibilities:

• Greet clients when they arrive at our office
• Answer phones
• Administrative tasks - scanning documents, paperwork prep, and data entry
• Ensure office supplies are ordered and in stock.
• Develop and mail letters to clients for various purposes upon request
• Assist in organizing events, event supplies, and promotional material
• Maintain the office environment in immaculate and organized condition
• Take miscellaneous tasks off of our advisors' list so they can best serve our clients.

Please review this short video of our CEO Joe walking through our core foundations prior to applying, to ensure you are the right fit for our team:

https://www.youtube.com/watch?v=UBerE9qRzxc

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Retirement plan

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No nights
• No weekends

Work Location: In person

Salary : $55,000 - $75,000