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in Chattanooga, TN
Financial Office Manager - Full-time / Part-time
•30 days ago
Hours | Full-time, Part-time |
---|---|
Location | CHATTANOOGA, TN Chattanooga, Tennessee |
About this job
We have a full-time/part-time opening for a Financial Office Manager.
Must be able to work various shifts per week.
Requirements
Company Description:
Chattanooga based wealth management company.
Job Description:
Team Leader Office Manager Description - The Team Leader plays a crucial role in the smooth functioning of the office. With overall responsibility for the office, the Team Leader must be able to work effectively with other staff members, clients, and the Wealth Advisor(s).
Handles training and continuing education
Handles new business, Meets with clients and start new client forms processing. Follows up with clients as needed to make sure all paperwork is processed,
Handles commission processing: Reviews commission statements to ensure accuracy
Coordinates Team Meeting: Sets agenda, Disseminates minutes, resulting tasks, and timelines for completion
Supervises staff (except Associate Wealth Advisor): Hiring & training, Performance reviews, General supervision
As Needed: Greets clients and makes them feel comfortable when they visit the office, Handles incoming phone calls, Coordinates outside vendors, Develops, mails, and analyzes client satisfaction survey, Maintains and distributes weekly calendar, Handles calendar for Wealth Consultant(s), Sends quarterly referral letters, Sends update meeting letters, Develops and maintains written systems of all their activitiesWrites down 6 Most Important and prioritizes them each day before leaving office, Knowledge,
Skills & Abilities: Excellent knowledge of the securities industrys rules & regulations, NASD Series 7, 8, 9, 65 (necessary for advancement), Excellent analytical skills, Excellent interpersonal skills, Ability to quickly learn new software applications, Excellent organizational and time management skills, A strong focus on getting the details right.
Experience:
Prefer someone with previous Financial experience. Series 7 certification is a plus!
Work Schedule:
Monday-Friday 8am-5pm
Pay:
$15-$18 per hour
Please email resumes to felicia.hamilton@expresspros.com
or
Apply online at https://apply.expresspros.com
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