Office Manager - Financial Firm - Perrysburg, OH
Job Posting for Office Manager - Financial Firm - Perrysburg, OH at Advisor Employee Services
Retirement Planning Office Manager
About Howard Bailey
Howard Bailey’s mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies.
Our team of approximately 48 Financial Advisors, Client Services, Client Experience, Client Relations, Legal and Compliance, Operations, and Marketing professionals strive to deliver upon our two brand promises 1) To Deliver Unique PURPOSE Driven Strategies and 2) to Deliver Personalized Service EVERY Time as it relates to pre-retirement and retirement planning.
We serve as fiduciaries for approximately 2,000 families and households.
Our commitment to our mission, purpose, and core values is what makes the continued growth of Howard Bailey possible.
- Our Purpose: To Grow People Who Grow People
- Our Brand Promises
- To Deliver Unique Purpose Driven Strategies
- To Deliver Personalized Service EVERY Time
- Our Core Values: Collaboration, Dedication, Efficiency, Humility, Innovation, Integrity, and Trust and Respect
- Our Long-Term Goal: We will positively impact the lives of our clients, team members, and community for the next 100 years and beyond.
Howard Bailey is a growing firm with offices in Fort Wayne, Mishawaka, Brownsburg, Indiana, and Perrysburg, Ohio. We also serve clients across the United States virtually.
Howard Bailey Financial is the Official Wealth Management Partner of Notre Dame Athletics. We were voted Best Financial Advisor by Fort Wayne Newspaper Reader’s Choice Awards in 2020, 2021, and 2022, and each location holds a Google review rating of 4.5 out of 5 stars or better.
We offer competitive compensation, health insurance, 401K, life insurance, disability, and paid time off. Other benefits include an ultramodern company headquarters and proximity to shopping and amenities.
Office Manager
Howard Bailey Financial, in Perrysburg, OH is seeking an Office Manager with existing financial services/retirement paraplanning experience. The role and responsibilities of our regional Office Mangers are threefold as follows:
- Client Experience – Interacting with prospects and clients to provide a world-class experience. This involves welcoming clients to our offices in addition to welcoming prospects at locally hosted seminars and other marketing events. Additionally, this aspect of the role provides updates to our CRM and scheduling systems and processes that provide seamless communication and planning for our client-advisor interactions.
- Financial Advisor Support – Acting as a coordinator between our Advisors, Clients, and our Client Service Team, these responsibilities assist two to three local Financial Advisors in coordinating their duties. A level of financial services paraplanning and subject knowledge is desired.
- Facilities Management – Oversee the world-class upkeep of our office by working with third parties our in-house facilities manager, and third parties such as property management, our cleaning staff, and suppliers through keeping inventory and ordering of needed supplies.
The ideal candidate will possess a warm and engaging personality and be highly efficient and enthusiastic in their work. In this position, the individual will deliver superior customer service by warmly greeting guests in the office and at our marketing events, ensuring that all arrangements are consistent with the Howard Bailey brand. The Office Manager must possess exceptional attention to detail and be capable of managing multiple tasks simultaneously, including maintaining accurate records of all communications and client information and generating reports through our Customer Relationship Management (CRM) system. In addition, the ideal candidate should possess excellent interpersonal skills.
Competencies:
- Service Focus – They place great emphasis on creating client loyalty by ensuring the highest value of service is always provided and by delivering on commitments to our clients.
- Communicating – They provide the information required by others in a concise, direct, and unambiguous way. They strive to ensure that the receiver clearly understands the specifics of their message and they can listen to, receive, and understand messages conveyed by others.
- Team Building – They enable and encourage team members to work together to complete tasks and accomplish goals that individual members could not accomplish alone.
- Fact-Based Management – They view Howard Bailey as an open system, synthesize information from diverse sources, come to conclusions, and make decisions that are rational and based on sound evidence.
Essential Duties and Responsibilities:
(Note: Other duties may be assigned)
(Note: Other duties may be assigned)
- Work with our Facilities Manger and local third parties to maintain the efficient running of our office to a World Class standard.
- Assist 2-3 Financial Advisors, meeting their needs for communication and coordination of their duties (a high level and broad financial planning and investment product business knowledge is required).
- Answer phones and greet clients in a warm and friendly manner.
- Input client data from sour documents into our CRM.
- Accurately record notes from client interactions into CRM, and maintain our existing database of clients.
- Manage electronic tracking and filing while reviewing data for deficiencies or errors.
- Provide support to various after-hours client events.
- Coordinate and host Howard Bailey seminars and other marketing and client events.
- Preparation of client forms for review and signature both digitally and hardcopy upon request.
- Assist in sending correspondence to clients, including appointment reminders, thank you notes, invitations, etc.
Education and Experience:
- Associate’s Degree or higher in Business Administration, Communication, or the equivalent.
- Financial Paraplanner Qualified Professional (FPQP) – strongly desired, or to be earned within 3 months of commencement. Howard Bailey will sponsor the coursework for selected candidates.
- 2 years of experience working in a professional, fast-paced office environment.
- Proficient with digital technology, including Microsoft 365 applications (Word, Excel, SharePoint), Salesforce, Calendly, and SMS on iOS devices.
Company Benefits:
- Company-sponsored medical and dental Insurance for employees. Two PPO and two HAS plans are available through United Healthcare.
- Eligibility for 401K with company match after 12 months of service.
- Six days per quarter of paid time off (PTO).
- Observance of ten public holidays.
- Wellness program.
Hours:
- Monday – Thursday: 8:00 am – 5:00pm
- Friday – 8:00am – 4:00pm
- Some evenings required for client events
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 https://aesplacement.com/. 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!
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