Office Manager

Are you a highly organized, tech-savvy individual with a passion for supporting professionals and managing efficient operations? Retirement Resources, an established local financial services marketing company in Casper, WY, and we are quickly growing. We are seeking a dynamic Executive Assistant/Office Manager to join our team.

Key Duties

• Administrative & Client Support: Assist financial advisor with administrative and marketing initiatives, manage client interactions, and prepare for client meetings.
• Marketing Coordination: Collaborate with vendors and service organizations to implement client-facing marketing strategies.
• Office Operations: Manage office procedures, including information management, filing, supply requisition, budgeting, and clerical duties.
• Document Management: Compose, edit, and handle confidential correspondence, reports, and documents.
• CRM Management: Create and maintain the ZOHO Client Relationship Management (CRM) database and organize spreadsheet files.
• Process Improvement: Use technology to streamline workflows and improve office processes.
• Social Media & Digital Marketing: Oversee marketing efforts across social media platforms and manage the company website and email communication.

Key Requirements

• Experience: 3-5 years in administrative or office management roles; experience in the Insurance or Securities industry is a plus.
• Organizational Skills: Strong attention to detail and the ability to manage multiple tasks efficiently.
• Communication Skills: Excellent written and verbal communication, including the ability to compose and interpret reports and business correspondence.
• Technical Proficiency: Advanced knowledge of Microsoft Office, Apple products, and comfort with learning new technologies.
• Attributes: Proactive, with strong initiative, work ethic, honesty, and integrity.
• Mathematical Ability: Basic skills to calculate figures and interpret data.

What We Offer

• Work Schedule: Part-time (20 hours per week) to start, with opportunities for growth and advancement.
• Compensation: Competitive salary.
• Environment: Fun, collaborative and supportive work culture in a professional office setting.
• Values: A focus on ethics, professionalism, and quality.

Application Process

Submit your cover letter and resume for confidential consideration via email or mail:

Email: jwood@retirementr.com

Mailing Address:

Retirement Resources
1607 CY Ave, Ste 103
Casper, WY 82604

Equal Opportunity Employer

Join us and contribute to a team that values success, accountability, and collaboration.

Job Type: Part-time

Pay: $19.00 - $23.00 per hour

Expected hours: 20 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

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

Experience:

• Microsoft Office: 1 year (Required)
• Administrative experience: 3 years (Required)

Experience:

• Microsoft Office: 1 year (Required)
• Administrative experience: 3 years (Required)

Ability to Commute:

• Casper, WY 82604 (Required)

Work Location: In person

Salary : $19 - $23