Office Manager

Advance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.

Magnolia Wealth Advisors in the The Woodlands, TX area is seeking a full-time Office Manager. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.

Position Overview:

The primary responsibility of this position is to provide support to the Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.

Minimum Requirements:

2+ years of administrative office experience in a fast-paced environment
Financial industry experience preferred
Advanced skills with MS Office Suite
CRM experience preferred

Key Responsibilities:

Receive incoming client calls in a friendly manner
Processing new client applications
Input prospects to database
Handle servicing of specific client accounts (opening, closing, and transferring of accounts)
Manage Advisors calendar, keep Advisor organized, and prep for all client meetings
Set appointments, reschedule appointments
Work with team on any HR issues
Keep CRM updated with client interaction and processes
Attend seminars/workshops and follow up with the prospects from the seminars
Work independently and proactively to meet personal business goals
Assist Advisors with follow up on Marketing Leads
Actively work with vendors associated with the firm

Salary:

$60,000-$70,000 BOE

Benefits

Health Insurance
Disability Insurance
Vision Insurance
Dental Insurance
401k match
Flex time

Hours:

Monday – Friday
8:00am-4:00pm
Some evenings required for client events

If you meet or exceed the expectations described above, please apply today!

Presented by Advisor Employee Services Thank you for your interest in the Office Manager role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Magnolia Wealth jobs

Office Manager