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    Office Manager - San Antonio, United States - First Command Financial Services, Inc.

    First Command Financial Services, Inc.
    First Command Financial Services, Inc. San Antonio, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    First Command Financial Services is committed to helping military families get their financial lives squared away. As we continue to expand our team, we are seeking talented individuals who have an internal drive, a passion for the military and a desire for professional growth to join our San Antonio, TX team.

    Position Overview

    The Office Manager supports the First Command District Advisor, who leads a team of Financial Advisors and administrative staff. This role is critical in ensuring we provide a consistently exceptional experience to all clients in their interactions with the firm. You will be responsible for maintaining all office standards in an effective and efficient manner to ensure the District runs smoothly. As a key member of our local support staff team, you will:

    Promote a consistently exceptional client experience

    Assist the District Advisor with recruiting, hiring and onboarding activities for new Advisors and administrative staff

    Coordinate and document required licensing, continuing education and annual training requirements for office staff

    Ensure all support staff receive new hire and ongoing admin training

    Work with the District Advisor to maintain a marketing events calendar and plan, and assist with marketing events as needed

    Manage district bookkeeping and business tracking responsibilities, including district and individual Advisor production, district expenses, leases and utilities billing, etc.

    Manage office communication procedures and dissemination, and maintain record requirements for compliance purposes

    Coordinate office equipment hardware/software and system upgrades; provide training to District personnel

    Observe all state and federal employer requirements and First Command procedures related to the hiring and termination of employees and independent contractors

    What We Offer

    Competitive wages

    Pleasant work environment

    Opportunities for professional development

    The ability to be in control of your career trajectory

    Portable career opportunities throughout the United States and overseas

    Desired Qualifications

    Excellent organizational, written and verbal communication skills

    Proficient in basic computer skills and Microsoft Office, specifically Outlook, Word and Excel

    Ability to handle multiple tasks and thrive in a fast-paced environment

    Self-motivated

    3 to 5 years general office experience

    Management experience preferred

    Bachelor's degree preferred

    General knowledge of financial products preferred

    Satisfactory completion of background check, fingerprinting and required employment documentation, as well as any screening/hiring tool if required by hiring district

    Interested? Email your resume to:

    JASON SMITH, RICP

    District Advisor

    2101 Pat Booker Rd, Ste 108

    Universal City 78148

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