What are the responsibilities and job description for the Office Manager position at Tencap Wealth Coaching?
**No resume will be reviewed without completing a one-way interview. We view this as a crucial step in our hiring process. You may complete that here:
https://app.willotalent.com/invite/l5hwsV/
Tencap is a wealth management, financial planning company. We specialize in managing wealth for physicians, business owners, and other high-net-worth individuals.
The office manager will be the first line of communication with clients both over the phone and in person. The office manager will manage applications, transfer paperwork, distribution requests and various insurance applications. This position may also help manage the scheduling process and calendar for our advisors as well as helping to manage the CRM systems and accompanying workflows.
You will be working closely with a CRM system and you will need to feel confident you can manage and interact with compute software and systems intelligently.
This is a small company, which means you will have the opportunity to do a variety of things and duties may sometimes change, if agreed upon. This is absolutely a position and group that can offer a lot of space for advancement.
Tencap has hired two team members that are similar to this over the last 12-18 months. Both hires are still with us, we are just growing at a pace we need more help. What an amazing opportunity to be able to start working in the wealth management space, without any prior experience required. If you are willing to work hard, be a team player, and be trained, we can set you up for an amazing career.
Compensation will depend upon performance and experience. The office manager will have the opportunity to accept additional duties and advancements over time. The acceptance of more responsibilities will lead to increased compensation. At the current stage of our company we expect this position/person to have the opportunity for advancement and raises every 12-18 months.
Who should apply? We do not have a strict education or experience requirement. We have a belief that the right person who is willing to work hard, bring a bright personality and be willingness to work hard, can be excellent at this position. We appreciate any past experience in the office management, banking, or finance space is appreciated, but it's not required.
Qualifications
Ability to be highly professional in interactions with clients
Excellent written and oral communication skills
Capable to learn and use new computer programs
Flexibility to work around problems and changes
Ability to problem solve, especially in high stress situations
Attention to detail
Excellent organizational skills
Knowledge of the finance industry will be helpful but not essential
Strong communication skills
Additional Information
You are welcome to call and schedule a time to drop off your resume in-person. Otherwise, you may email it to joe@tencap.com
We will act quickly to have this position filled within the next 10 days. Come join our amazing team!
**No resume will be reviewed without completing a one-way interview. We view this as a crucial step in our hiring process. You may complete that here:
https://app.willotalent.com/invite/l5hwsV/
Job Type: Full-time
Pay: From $48,000.00 per year
Benefits:
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Salary : $48,000