What are the responsibilities and job description for the Practice Manager for Financial Services position at Raymond Wellspeak , CFP?
High-volume, fast-paced, growing financial planning group in Holyoke MA is seeking a talented, confident, enthusiastic candidate for practice management role for a successful team of financial advisors.
Responsibilities for this role include but are not limited to:
- Oversee units’ daily operations: ensure procedures are in place and being followed to create an excellent work environment and client experience.
- Manage Senior Advisor’s calendar including scheduling of existing client reviews, new client appointments, seminars, COI engagements, and internal work blocks.
- Respond to client correspondence and service requests in a timely and professional manner.
- Prepare meeting agendas, process meeting notes and monitor follow-up items for entire team.
- Track Senior Advisor’s subscriptions, licenses, appointments and compliance related items.
- Prioritize and systematically work through tasks and emails to meet daily deadlines.
- Work with other team members to prioritize workflow, resolve roadblocks and coordinate team tasks.
- Fulfill HR responsibilities: submit time sheets, implement employee guidelines & policies.
- Maintain office supplies and assist in resolving any technology-related issues.
Qualifications:
- Impressive written and verbal communication skills and professional demeanor to effectively communicate with high-net worth clientele.
- Excellent organization skills with ability to prioritize workflow and meet deadlines.
- Extreme attention to detail and the ability to work independently with multiple priorities and deadlines.
- Proactive approach to client service with keen appreciation for the needs and interests of our clients and advisors.
- Ability to multitask and shift focus in a fast-paced environment.
- Desire to be part of a team – with the planners, other administrative staff and clients.
- Proficiency in computer skills (CRM software, Microsoft Office, PFV, Morningstar, Wealthscape).
- Experience working in a financial services firm a must.
- Successful completion of a background check, fingerprint screening and previous employment verification
Benefits:
- Health, dental and life insurance offered.
Job Type: Full-time
Pay: $50,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
Schedule:
- Monday to Friday
Ability to Commute:
- Holyoke, MA 01040 (Required)
Work Location: In person
Salary : $50,000