Job Description

10 - 177016 al

A financial management company is seeking an Assistant Office Manager to ensure the efficient functioning of the office by overseeing operations, supporting advisors, managing clients, and maintaining compliance and organization. Work hours are Monday through Friday from 8 a.m. to 5 pm.

Job Responsibilities:

Oversee day-to-day transactions
Maintain both physical and digital filing systems
Schedule appointments and prepare for client meetings
Field calls and emails for client requests and reply to all emails accordingly
Prepare paperwork for new clients
Follow-up to be sure all requests have been completed
Ensure clients get all initial proper documentation via mail, email, or in person
Keep records organized and audit-ready
Follow rules for document retention, privacy, and confidentiality
Use and manage Redtail CRM for appointment notes and follow up appointments
Review transactions daily in Clientworks Software
Perform other duties as directed

Job Qualifications:

Must have prior Administrative/Office experience
Must have strong interpersonal and client service skills with the ability to multi-task and prioritize tasks
Must be able to pay a high attention to detail and have strong problem-solving skills
Must have excellent written and verbal communication and organizational skills
Must be proficient using Microsoft Word and Excel
Must have the ability to keep records organized and follow rules for document retention, privacy, and confidentiality

Only those candidates that can pass a background check will be considered.

Area Temps still believes that the best way to serve both our employees and our customers is through personal service. To apply for this Assistant Office Manager position, please call (440) 646-1654, or TEXT "your name & 177016" to (440) 497-1091.
Employment Type: Full-Time
Salary: $ 25.00 Per Hour

Job Tags

Hourly pay, Full time, Temporary work, Monday to Friday,

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