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    Financial Office Manager - Roswell, United States - Park Square Financial Group

    Park Square Financial Group
    Park Square Financial Group Roswell, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    Financial Office Manager

    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.

    Park Square Financial Group in Roswell, GA is seeking a full-time Financial Office Manager. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.

    Position Overview:

    The primary responsibility of this position is to provide support to the Managing Partner by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.

    Minimum Requirements

    • Bachelor's Degree preferred
    • Financial industry experience required
    • RIA industry experience preferred
    • Working knowledge of MS Office and other CRM Software preferred
    • Previous experience with custodians, preferably Fidelity & Schwab
    • Previous experience working with brokers/dealers preferred
    • Series 6, 7, or 65 preferred

    Key Responsibilities:

    • Receive incoming client calls in a friendly manner
    • Processing new client applications
    • Input prospects to database
    • Handle servicing of specific client accounts (opening, closing, and transferring of accounts)
    • Manage Advisors calendar, keep Advisor organized, and prep for all client meetings
    • Set appointments, reschedule appointments
    • Work with team on any HR issues
    • Keep CRM updated with client interaction and processes
    • Work independently and proactively to meet personal business goals
    • Actively work with vendors associated with the firm
    • Superior ability to supervise and motivate team to act towards achieving goals
    • Coordinate employee training and development initiatives to enhance skills and knowledge within the organization

    Salary

    • $70,000-$80,000 BOE

    Benefits

    After six months

    • 100% Healthcare premiums paid
    • 3% company contribution that is 100% vested to the company 401k

    Hours

    • 8:30am-5:00pm M-TH
    • 8:30am-4:00pm F

    If you meet or exceed the expectations described above, please apply today

    Presented by Advisor Employee Services Thank you for your interest in the Financial Office Manager role. Advisor Employee Services, a consulting firm located in Lenexa, 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. 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

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