Client Services Office Manager

As we move into a growth phase we are building a team of likeminded and driven individuals focusing on the client and the company collective. In this spirit of teamwork we are seeking an Office Manager to join the team in our Louisville location. The Office Manager is responsible for providing highlevel administrative support to the CEO by serving as the initial point of contact with clients. The Manager acts as the gatekeeper over the phone and in person when clients & vendors visit the office handling client service requests scheduling meetings preparing reports and documents and performing office management and general receptionist functions. This position is ideal for an extrovert someone who excels at interacting with all personality types. Our Office Manager has a personality that exudes professionalism confidence likeability and trustworthiness someone who makes a great first impression and can help to create and maintain lifelong client connections.

Please apply today for immediate consideration!

Job Responsibilities

Greet clients and office visitors upon arrival.

Answer phone calls and reply to emails directing inquiries to appropriate parties or taking messages.

Perform general office management responsibilities such as ordering supplies receiving mail maintaining records and occasional personal assistant support to the CEO.

Manage and maintain client meeting schedules.

Supervise conference room/client meeting area (Organize set up clean up etc.).

Data entry organization and use of financial and database systems.

Prepare forms & applications reports meeting preparation meeting wrapup followup calls and emails financial statements among other documents.

Participate in weekly collaboration planning and wrapup meetings.

Assisting with the planning and coordination of marketing materials the website newsletters brochures and client communication.

Other duties as assigned.

Successful Candidates Must Have:

Bachelor s degree in business administration finance economics or related administrative field preferred.

Equivalent work experience will be considered in lieu of a degree.

Previous experience in a customer/clientfacing role.

35 years of experience in an administrative role preferred.

Experience in the financial services industry preferred.

Proficiency in Office products (Outlook Excel Word PowerPoint Adobe Acrobat Pro etc.).

Knowledge of industryspecific programs and applications such as Redtail CRM Client Works DocuSign Retire Up Albridge preferred.

What We Offer:

Aggressive compensation and opportunity for growth

Paid training

A workplace with fairness and integrity