Financial Office Manager - Santa Barbara, United States - Balanced Wealth Planning, Inc

Description

At Balanced Wealth Planning, Inc we are dedicated to providing expert tax and financial planning services to our diverse clientele.

As we continue to expand, we are looking for a proactive Office Manager to join our team and help us streamline operations and enhance our service delivery.

• Process client service requests promptly and accurately.
• Manage and clear workflows in our Customer Relationship Management (CRM) system to ensure all client data is uptodate and tasks are completed efficiently.
• Oversee administrative functions, including scheduling, correspondence, and maintaining office supplies.
• Greet and assist clients in a warm and professional manner.
• Implement and refine office procedures and systems to improve overall efficiency.
• Regular selfreview and quality assurance of work to ensure accuracy and compliance, especially when handling sensitive financial information.
• Take ownership of successes and setbacks, continuously seeking ways to improve both personally and professionally.

• Proven experience as an Office Manager, Administrative Assistant, or similar role, preferably in a financial or tax planning environment.
• Strong organizational and time management skills with exceptional attention to detail.
• Excellent interpersonal and communication skills, capable of managing diverse client interactions.
• Proficiency in using CRM software and MS Office suite.
• Ability to work independently and take initiative without direct supervision.
• A proactive mindset, with a keen interest in personal and professional growth.

• A supportive and vibrant work environment where your work makes a direct impact.
• Opportunities for professional development and growth.
• Competitive salary and benefits package.

• Administrative experience: 2 years (required)

• Santa Barbara, CA required)