Office Manager - Financial Services

Job Duties/Description:

• Schedule and confirm client meetings, ensuring the financial advisor's calendar is efficiently managed.
• Follow up with clients to confirm appointments, collect required documents, and address inquiries.
• Plan, organize, and manage financial seminars and webinars, handling event logistics such as venue booking, attendee registration, and post-event follow-up.
• Prepare and ensure the availability of materials and presentations for meetings and events.
• Assist in the preparation, processing, and organization of financial documents and client paperwork.
• Maintain compliance with all relevant regulatory and legal requirements.
• Organize and maintain client files, records, and office documents to ensure proper storage and retrieval.
• Oversee office supplies, equipment, and ensure the smooth operation of office maintenance.
• Act as the first point of contact for clients, providing professional and friendly customer service.
• Offer general administrative support to the financial advisor as needed.

Requirements:

• Previous experience in office management, administrative support, or financial services is preferred.
• Strong organizational skills with the ability to multitask, prioritize tasks, and manage time effectively.
• Excellent written and verbal communication skills.
• Proficient in CRM systems, Microsoft Office (Word, Excel, Outlook), and scheduling software.
• High attention to detail, with the ability to handle sensitive information discreetly.
• Strong customer service orientation, with a professional and approachable demeanor.

Additional Info:

• Pay range: $25-30/hr.
• Schedule: 8:30am-5:00pm, Monday - Friday
• Location: 100% onsite, Minnetonka
  

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.