Office Manager

Administrative/Client Service Assistant with Communication Skills

Rapidly growing Financial Services Company in Mankato, Minnesota that passionately serves its clients is seeking an equally passionate and purposeful Office Manager. We work with successful, high net worth clients across the country who require innovative solutions to their unique situations. Communication skills will be paramount with clients as well as other team members. This is a roll-up-your-sleeves position that will be perfect for the well-trained team member who enjoys not only the day-to-day interaction with clients, but also has a passion to work in a supportive role with our advisors and client service team. If you’re interested in professional and intellectual growth, this is the opportunity for you!

The Office Manager will be the first impression of our firm when clients call our office or come in for a meeting. If this excites you, please contact us immediately!

Responsibilities:

• Answer phones and direct calls to the appropriate party
• Greet clients, offering to situate them comfortably in preparation for meetings with their advisor or client service associate
• Aid client service team as needed
• Maintain polite and professional communication via phone, e-mail, and mail
• Maintain up-to-date client contact information in CRM program and maintain other business logs
• Provide support for marketing projects and client communications, including onboarding of new clients and other relationship-building opportunities
• Assist with day-to-day office operations, ensuring office area is clean, organized, and professional
• Anticipate needed supplies and maintain supplies inventory
• Receive, sort, and distribute incoming mail and packages
• Coordinate the repairs and maintenance of office equipment
• Maintain strict confidentiality of all client and firm business
• Provide back-up bookkeeping support as needed
• Help with and over time take over all payroll responsibilities.
• Perform other related duties as required

Requirements:

• Associates degree or higher preferred, or 1-3 years of related experience
• Excellent verbal and written communication skills
• Passion for providing an unbelievable client experience
• Professional and courteous demeanor
• Detail oriented and well-organized
• Ability to multi-task
• Strong computer skills, with experience in Office 365 suite
• Adherence to firm’s Privacy Policy, Client Confidentiality, and Code of Ethics, as well as regulatory policies and procedures
• A “can do” attitude and willingness to wear many hats within an office environment

Benefits:

• Group Health
• Group Dental
• Vision Insurance (voluntary)
• Group Life Insurance
• Voluntary Life Insurance
• Group Accidental Death & Dismemberment Insurance
• Short Term Disability Insurance
• Long Term Disability Insurance
• Voluntary Critical Illness Insurance
• Voluntary Accident Insurance
• 401(k) Plan with match
• HSA
• Paid Time Off

Our Firm:
We are an independent Broker/Dealer, member FINRA/SIPC, and an SEC-Registered Investment Adviser. Our mission is to provide investment advisory services and a broker/dealer platform that specializes in assisting high net worth clients achieve their overall wealth management goals through appropriate risk and asset management tools and strategies. We are a comprehensive wealth management firm offering our clients a variety of services that include the following: Estate and Financial Planning, Asset Management, an offering of investment products such as alternative investments including 1031 exchanges, private placements, non-traded REITs, mutual funds, variable annuities, corporate equities, and corporate debt. We also serve as advisor to company-sponsored retirement plans such as 401(k), pension and profit-sharing plans.

Job Types: Full-time, Part-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Ability to commute/relocate:

• Mankato, MN 56001: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Office: 1 year (Preferred)
• Administrative experience: 1 year (Preferred)

Work Location: One location

Salary : $40,000 - $60,000