What are the responsibilities and job description for the Practice Manager position at TalentWealth?
TalentWealth Recruiting , a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $300MM AUM based in Melville, NY is hiring a Practice Manager to their growing team. This position is 100% in-office Monday-Friday. This wealth management firm does also work with insurance in addition to investments.
Essential Duties and Responsibilities :
Some of the responsibilities would be :
- Manage support staff and the office in general.
- Monitor support staff, improve processes, and ensure staff is following the proper processes and procedures.
- Assist with support staff duties as needed during peak times.
- Assist with and ensure organization of practice's marketing efforts.
- Work directly under the practice owner and drive forward any special projects.
Requirements
This practice offers competitive compensation and benefits, an inviting work culture, and oportunities for career growth.
