Wealth Management Office Manager - Roswell
2 weeks ago

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.
+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
Bonus Points:
,valid_job:1}0)1) 8-5 Monday-Friday (occasional eve events)
Presented by Advisor Talent Solutions
The employer will be Park Square Financial Group.
Job description
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