Financial Planning Office Manager - Full-time / Part-time

Flexilbe Schedule, $20.00 per hour. High Level *Managing the day-to-day operations of the office *Organizing and maintaining files and records *Planning and scheduling meetings and appointments *Providing quality customer service *Working in a professional environment Detailed *Maintains executive's appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel. *Welcomes guests and customers by greeting them, in person or on the telephone; answering or directing inquiries. *Maintains office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; evaluating new office products; placing and expediting orders for supplies; verifying receipt of supplies. *Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies. *Contributes to team effort by accomplishing related results as needed. *Thorough knowledge of core operating systems both locally and at corporate headquarters *Research and assist in resolving client inquiries and issues through to resolution; displays initiative to problem solve and escalate when appropriate, ability to work independently. *Responsible for accurately opening and closing of accounts; including tracking of incoming/outgoing transfer of assets and cash, and maintain client files. *Process various client requests including but not limited to; wire transactions, funds transfers, and requests for distributions. *Accurately and timely prepare correspondence, reminders/ticklers, reports, proposals and other administrative functions. *Coordination of meetings, calendar management, answering phones, filing, and processing of mail. Required Skills & Experience *Administrative Writing Skills, Reporting Skills, Scheduling, Microsoft Office Skills, Organization, Time Management, Presentation Skills, Equipment Maintenance, Travel Logistics, Verbal Communication Minimum 2 years experience in the financial services industry and/or Wealth services. *Maintain Customer Relationship Management (CRM) client database *Assist in the development and maintenance of client investment portfolios and investment reports Development of client financial plans *Conduct input and analysis of client data using a variety of computer *Manage an implement computerized client account aggregation software and communicate with clients on this software use *Communicate with firm clients as appropriate *Has the ability to learn & adapt to changes in technology