Wealth Management Office Manager Roswell, GA

Roswell, GA - USA

Monthly Salary: Not Disclosed

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Wealth Management Office Manager

Firm: Park Square Financial Group

Location: Roswell GA

Overview:

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.

Park Square Financial Group located in Roswell GA is hiring a full-time Wealth Management Office Manager. The ideal candidate will be client facing a self-starter tech savvy and enthusiastic team player who can oversee and optimize daily office operations. We offer a supportive work environment competitive compensation and excellent opportunities for both professional and personal growthperfect for a self-motivated go-getter!

What youll do:

Maintain weekly scorecard metrics for the firm and update weekly KPIs
Coordinate internal communications calendars and daily support to Advisors
Own and update L10 meeting preparation follow-up and issue tracking
Serve as the primary POC for scheduling client meeting prep and client service workflow
Prepare client reports packets confirm appointments and set up for meetings
Process client service requests including beneficiary changes address updates and forms
Assist with onboarding new team members
Preparing training guides and updating SOPs
Manage incoming/outgoing mail supplies and scheduling
Assist with filing compliance documentation
Support and troubleshoot CRM and other platforms

What Were Looking For:

3 years experience in Office or Operations Management
Previous experience in financial industry preferred
Proficient MS Office software
Previous CRM experience (Orion Wealthbox or equivalent)
Experience with Schwab and Fidelity custodial platforms
Professional and warm client presence
Ability to work with minimal supervision

Bonus Points:

Bachelors degree preferred or equivalent work experience
Series 65 license preferred or willing to obtain

What Youll Get:

Pay & Perks:

Competitive salary
Health
Dental
401k
PTO

Schedule:

Onsite: Monday Friday 9am 5pm
Occasional evening client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Position: Wealth Management Office ManagerFirm: Park Square Financial GroupLocation: Roswell GAOverview: 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 ...