What are the responsibilities and job description for the Office Manager position at Siebenmorgen and Associates?
Duties:
- Supervise and provide guidance to office team members
- Handle all bookkeeping activities; including Quickbooks, P&Ls, tax documents, etc
- Oversee the day-to-day processes of the office, ensuring smooth workflow
- Coordinate training and development programs for office staff
- Maintain and organize office files and documents
- Ensure proper phone etiquette is maintained by all staff members
- Manage front desk activities, including greeting visitors and directing them to the appropriate person or department
- Marketing Coordinator: work with the team of advisors to coordinate and manage all marketing activities; including, compliance protocol, coordination with 3rd party vendors, etc.
Requirements:
- Previous experience in office management or related field preferred
- Previous Quickbook/bookkeeping experience
- Strong organizational skills with the ability to multitask and prioritize tasks effectively
- Excellent communication skills, both written and verbal
- Proficient in using office software applications (e.g., Microsoft Office Suite)
- Knowledge of financial office management is a plus
- Ability to handle confidential information with discretion
- Familiarity with phone systems and other office equipment
This position requires a detail-oriented individual who can effectively manage multiple responsibilities in a fast-paced environment. The successful candidate will have excellent organizational skills, strong attention to detail, and the ability to work well with a team. If you are looking for a challenging yet rewarding role as an Office Manager, we encourage you to apply.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
Education:
- Bachelor's (Preferred)
Experience:
- Quickbooks: 5 years (Preferred)
License/Certification:
- Certified Notary Public (Preferred)
Work Location: In person