Office Manager

Job Description

Job Summary

Soundside Wealth Advisors is a comprehensive financial services firm that has been in operation for more than 25 years. We help our clients find financial clarity, confidence, and freedom. But we're about so much more than just numbers. We are committed to the client families we serve, and as we build our team, we are seeking an empathic and warm Office Manager who thoroughly enjoys working with people and excels at administrative tasks.

Essential Duties and Responsibilities

• Manage the overall operations of the office.
• Ensure compliance with firm and regulatory policies and procedures.
• Responsible for payroll.

• Oversee ordering of supplies, purchase orders and postage usage.

• May review branch invoices and operating statements.

• Research and resolve complex problems relating to client accounts and inquiries.

• Greet clients in-person, over the phone, and via email.
• Schedule clients for advisor meetings

• Perform other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• Company policies and procedures and industry rules and regulations.

• Investment concepts, practices and procedures used in the securities industry.

• Financial markets and products.

Skill in

• Project management
• Organization
• Time management

Ability to

• Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Familiarity with Microsoft Office Suite and QuickBooks.

• Maintain a professional and pleasant demeanor to work with clients.

• Communicate clearly.

• Utilize good interpersonal, verbal, and written communication skills with clients, financial advisors, and back-office personnel.

• Effectively organize, manage, track, and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

• Work independently, under minimal supervision.

Soundside Wealth Advisors and its employees are independent contractors with respect to Raymond James ; not employees of Raymond James. The term “Raymond James� includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS�) and Raymond James Financial Services Advisors. Inc. (“RJFSA�) as affiliates.

Education

Work Experience

Certifications

Travel

Workstyle

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to: - Grow professionally and inspire others to do the same - Work with and through others to achieve desired outcomes - Make prompt, pragmatic choices and act with the client in mind - Take ownership and hold themselves and others accountable for delivering results that matter - Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.