Office Assistant

A Financial Management firm is experiencing explosive growth and is in need of a Chief Administrative Officer who will assume responsibility for maintaining and elevating the existing client care culture of the firm, as well as the day-to-day operations. Looking for a dynamic, energetic , highly polished ‘jack of all trades’. Looking for someone who is very professional, detail-obsessed; a go-getter and a self-starter. Financial Services industry experience a huge plus! Four-year degree required. Ideal candidates will have 3 to 5 years of operations and customer service experience. Direct-Hire position paying $45,000-$60,000 annually, depending on qualifications.

Job Duties:

• Assist clients with day-to-day needs and issues in a timely and accurate manner.
• Assist in development of tracking system to ensure best possible client experience and offer suggestions for improving client experience.
• Handle all day-to-day operations:

Day-to-day liaison with firm custodian (Charles Schwab) and social media manager.

Clean up and manage the document management system.

Keep advisor organized, schedule and confirm appointments, data entry into CRM software. Assist in the CRM conversion from a desktop-based system to a cloud-based system.

Handle all meeting preparation and anticipate needs of advisor and clients.

• Manage advisor’s email and assume responsibility for those in your expertise
• Assist in the development of processes and procedures
• Manage two summer interns
• As skills are developed, assist in long range business development and planning.
• Keep the company website up to date and fresh with direction from firm owner. Organize and manage company events