Wealth Management Office Manager - Roswell

Only for registered members Roswell, United States

2 weeks ago

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Job summary

Advance your career and truly make a difference We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.

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Responsibilities

  • Maintain weekly scorecard metrics for the firm and update weekly KPI's
  • Coordinate internal communications, calendars, and daily support to Advisors
  • Own and update L10 meeting preparation, follow-up, and issue tracking
  • Serve as the primary POC for scheduling, client meeting prep, and client service workflow
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Bonus Points:

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1) 8-5 Monday-Friday (occasional eve events)
Presented by Advisor Talent Solutions
The employer will be Park Square Financial Group.

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