Office Manager - Full-time / Part-time

Team Leader Office Manager Job 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. Monday-Friday 8am-5pm Pay range $40-50k Please e-mail resume to joel.walker@expresspros.com or Apply online at https://apply.expresspros.com Like on Facebook at https://www.facebook.com/ExpressProsChattanooga Follow us on Twitter @ExpressProsChat to get job opening information