Office Manager Austin, TX
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Job Location:
Austin, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Position: Office Manager
Firm: Centennial Advisors
Location: Austin TX
Overview:
Centennial Advisors with a location in north Austin TX is dedicated to providing outstanding financial planning services to our clients. Through careful
selection and personalized asset allocation we equip our clients with the tools and guidance they need to reach their financial goals. Everything we do is tailored to help individuals and families work toward a secure and prosperous future.
The Office Manager plays a pivotal role in the overall success of our business. This position is responsible for organizing and ensuring seamless daily operations within the office. This role requires a positive attitude strong work ethic and dedication to going above and beyond in service to our clients and team.
What youll do:
- Oversee and manage daily office operations to ensure a smooth workflow
- Supervise and support operations staff
- Maintain office supplies equipment and vendor relationships
- Implement and enhance office policies and procedures
- Provide exceptional client service and assist with inquiries or concerns
- Support compliance with financial industry regulations
- Handle sensitive and confidential information with discretion
- Manage office communications correspondence and documentation
- Assist in onboarding new employees and ongoing training
- Coordinate HR-related tasks including assisting with insurance facilitating onboarding and hiring processes and ensuring accurate and compliant employee documentation
- Generate review and distribute reports to support business operations and decision-making
- Maintain and update client records within the CRM (Wealthbox) ensuring accuracy and timely entry of data to support business operations and client communications
What Were Looking For:
- Associates Degree
- 5 years of office management experience in a fast paced environment
- Demonstratesstrongproficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and Wealthbox
- Demonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks
- Excellent communication; written and verbal
- Exhibits meticulous attention to detail and a commitment to accuracy
- Collaborative team player willing to assist others
- Embraces change and adapts quickly in a dynamic environment
- Possesses a positive attitude and willingness to learn
- Self-starter who takes initiative and works well independently
What Youll Get:
Pay & Perks:
- $90k/year bonus potential
- Medical and dental insurance (firm pays 75% for employee family)
- PTO
- 401k with match
- Dog friendly work environment!
Schedule:
- In office: Monday Thursday 8:30am 5:00pm Fridays 8:30am Noon (remote)
- May serve as back up at client events and seminars during the evenings
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.
Required Experience:
IC
