Administrative Manager - Part-time

CAN YOU KEEP EVERYTHING ORGANIZED FOR ME?
Are you the kind of ultra-organized person who loves to tick things off a list? Are you good at keeping others organized? Are you completely reliable and great at paperwork? And can you get clients to warm to you?

My Deliverables Team
I have had my financial planning business for over 12 years. About six years ago I became fed up with working on a treadmill and just making money. It just was not fun and I really wanted a balanced life

So I decided to stop working with people who don't call you back, who don't see the value in what we do and who are just looking for a quick fix.

I decided to give my business an overall structure that helps people to make a difference and achieve their ideal life and their ideal financial future.

This means I have been evolving a new way of working. As a business we have set up many systems and procedures to make our office run smoothly and efficiently so our clients get exactly the service they require.

We are moving towards purely working with the kinds of clients that we can serve best on a long-term basis. That means we need an Administrative Manager who can help us to achieve this and make sure all the systems work properly.

1) 2+ Years of relevant experience
2) A relevant Associates Degree or higher
3) At least 1 year of experience in a management/supervisory position

If you are motivated by keeping things organized and on time, this could be the job for you.

While you don't necessarily need to have a background in our industry, you do need to have a track record of careful, efficient effort that makes a business run like a Swiss watch. You are calm and efficient, but also easy to get along with and good at communicating with clients and colleagues alike. You are even fun to work with. (A sense of humor is a must.)

You make sure all your work is perfect and are great at spotting typos and mistakes, though you are always very thoughtful and kind when you point them out to your colleagues.

You are comfortable dealing with colleagues and clients alike
If this sounds like you, read on.

Our office and keeping everything running smoothly is entirely dependent on you doing this job consistently and reliably and sticking to the deadlines. I love delegating and am not so great on detail, so will need you to do all that for me and make sure I can spend my time doing my job.

You will be managing one team member who will be working in a different office. You will also be co-coordinating the efforts of five subject matter experts, making sure they provide the information we need when we need
Though much of the role is technical a big part of it is dealing with the people, both the team and the client.

We will be focussing on getting new clients and as this happens, your job will involve more and more work with them setting up meetings with them and making sure we have all the relevant paperwork ready. We also help other advisors with the paperwork for their clients, so you would be doing the same for them too.

However there is a system to help you with that. There is a great training program, including weekly webinars to help you learn how to use the system. Ultimately we plan that there will be 200 of those meetings a

You need to be able to build up good relationships with our very busy clients both over the phone and by email so that you can juggle, reschedule and book meetings to make sure things keep moving forwards.

You need to be able to work out where we will be able to meet prospective clients and make sure I can be there and we can acquire new clients. We are hoping to take on 12 over the next year. This is a vital part of your role.

You need to keep all records up to date and in perfect order so that our whole system works without a glitch.

You need to ensure all paperwork is scanned and filed correctly after each meeting. This includes our contact management system, scheduling phone calls, emails and all contact with our clients.

You will need to be able to write professional but friendly emails to our clients and respond to their emails.

You need to be very good at using Excel and preparing spreadsheets for each client.

You need to excel at making systems work, sticking to them and keeping them on time. We have lots of systems and we know they work if they are used properly.

I believe that once you are at home, then you should not be having to work, so there is no need to do any work from home in this role. The job is very flexible. I don't mind what hours you work, as long as the work gets done when it is need. So if you need to arrange to pick up the kids, or take time if one is ill, that's fine. As long as the work gets done. I think this job should take about 20 hours a week at the moment, but will certainly grow as time goes on. It will be entirely up to you to organize your time.

More about us:

Our values based financial planning is not the same as the usual financial planning services. It's about having balance in all aspects of your life. We help people enhance their quality of life by getting their entire financial house in perfect order and keeping it that way forever. We find working like this is very rewarding

Our ideal clients are financial delegators, goal oriented, and passionate about improving the quality of their lives and improving the lives of others. They are interesting and fun to be around. They appreciate and value what we do, which makes us very happy.

Our small office environment feels like a family. Our clients send us pictures of themselves doing something that is really important to them, you will be joining our office family and helping people to make that happen.
If you are interested in joining us, go here to find out more about our recruitment process. We take recruitment very seriously and want to make sure whoever joins are team will fit in and do a great job, be happy and want to stay with us for the long haul. So that means there are quite a few steps to the process.

Apply Now

Please fill in our application form at https://yg206.infusionsoft.com/app/page/admin-mgr-my-deliverables-team