Are you passionate about delivering an amazing customer experience, while being a key player that is appreciated for your contributions to a successful team? This is your opportunity to thrive in a fast-paced small business environment, where you can achieve your career goals and directly impact clients' financial well-being.
Our award-winning, rapidly growing firm is seeking a dynamic & and results-driven Office Manager who enjoys interacting directly with clients to join our team and support our growth trajectory.
About Us: SimplePath Wealth Management, located in Palm Harbor, FL, is a women-owned wealth management practice specializing in guiding affluent families and professionals toward a secure retirement through personalized financial planning.
Job Overview: As an Office Manager, you will play a pivotal role in ensuring the smooth operation of our office and delivering exceptional client experiences. Your responsibilities will encompass administrative support, client communication, and marketing execution.
Minimum Requirements:
2+ years of administrative/office experience
Polished interpersonal skills with strong business acumen
Excellent communication and organizational abilities
Intermediate to advanced skills with MS Office Suite and proficient with Apple computers
Experience with CRM systems, preferably Salesforce
Intermediate to advanced skills with office technology and troubleshooting
Professional attire and appearance required
Basic understanding of marketing principles preferred
Ability to type 45 WPM
This position requires candidates to possess the following skills:
Interpersonal skills with a good-natured, sincere, positive and caring attitude and along with impeccable integrity
Strong written and verbal communication
Strong organizational skills and administrative expertise
Tech-savviness with proficiency in office software
Detail oriented with a sharp eye for accuracy
Ability to prioritize projects and manage time
Self-directed initiative and quick on their feet
A desire for continuous learning and personal growth
Basic Social Media & Chat GPT skills required
Event planning, copywriting, or creative skills a plus
Responsibilities:
Administration & Office
Ensure our office reflects the high standards of The Ritz Carlton
Answer phones and greet clients in a warm, friendly manner to provide a superior experience and welcoming environment
Manage client scheduling and advisor's calendar continuously throughout the day
Book & and manage all travel arrangements
Assist with managing vendors and third-party relations to support business operations
Establish and maintain efficient office & filing systems to optimize workflow
Provide basic setup and maintenance support for office technology, including email, printers, and the phone system
Collaborate with IT support for more complex technical issues
Maintain office supplies and outgoing correspondence
Prioritize and route calls, texts, and mail ensuring an exceptional client experience
Maintain confidential information in a highly regulated environment
Create a wow experience for clients including managing the Client Love program (i.e. birthday cards, gifts, special events, and milestones)
Collaborate with the marketing team to create engaging content for client communications and contribute to overall marketing initiatives.
Execute communication strategies to keep clients well-informed about our services, as well as industry news & and resources using emails, social media & print marketing
Assist with various marketing communications and events to enhance client experience
Prep advisor for speaking engagements and media appearances
Work closely with the Marketing Director and Executive Team to identify opportunities for enhancing client experience and office efficiency
Keep the database up-to-date and accurate
Salary:
$42,000 - $62,000/year BOE
Benefits:
100% Paid Medical, Dental, Vision, Life & Disability
401(k)
Generous PTO
Allowance for professional attire
Paid training and awards
Staff incentive trips
Fun, team-building events
Hours:
Monday - Friday: 8:30 am - 5:00 pm
Potentially 5-10 client events/year
Presented by Advisor Employee Services Thank you for your interest in the Office Manager role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!