SB Financial Services Relationship Manager jobs in Florida

Qualifications

• 5 years Prior Administrative experience supporting senior management
• Phone system operation experience
• Strong Interpersonal skills
• Intermediate Writing skills
• Strong Organizational skills
• Microsoft Office – Word, Excel, Outlook
• Reliable transportation

Full Job Description

BARR Financial Services LLC is seeking a qualified professional to fill the full-time position of Relationship Manager / Office Manager at its financial planning firm located in Winter Park, FL. This starting position represents long-term career growth within the company.

The successful candidate will demonstrate superior organizational skills, high energy, a desire to learn new things, and the ability to thrive in an always-evolving setting. Daily responsibilities include supporting the Founder & President as well as additional Investment Advisors. This position is hands-on for all critical aspects of their department’s management functions including but not limited to phone & calendar management, all aspects of client review paperwork preparation and servicing any & all aspects of our clients’ needs.

This individual will interact directly with each of our Team members as well as our clients & vendors. This position requires strong initiative and personal ownership of their work product.

MINIMUM REQUIREMENTS:

• 5 years Prior Administrative Assistant experience supporting senior management
• Must demonstrate expertise in use of computer hardware and software applications including: Microsoft Word, Excel, and the desire and ability to learn other database software management programs (Redtail CRM, CMX, and more).
• Proficiency in use of copy and fax machine, multi-line telephone system, and organization and maintenance of paper files and reference materials is required.
• Ability to respect and maintain confidentiality required.

The ideal candidate we seek must be a positive, team player and have exceptional interpersonal skills to communicate effectively both orally and in writing as well as maintaining complete and accurate records.

Job Type: Full-time, M-F 8:30 AM – 5:00 PM

Pay: Negotiable, with bonus/profit sharing

Benefits (60-day waiting period applies; 100% company-paid):

• Health insurance
• Dental Insurance
• Vision Insurance
• Simple IRA
• Simple IRA Matching
• Personal PTO
• Disability insurance

BARR Financial Describes Its Culture as:

• Highly detail-oriented -- quality and precision-focused
• Highly process-oriented -- traditional, stable
• People-oriented -- supportive and fairness-focused
• Team-oriented -- cooperative and collaborative

Company's website: www.BARRLLC.com

No phone calls please.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• Please tell us about yourself.

Education:

• High school or equivalent (Required)

Experience:

• Microsoft Office: 3 years (Required)

Ability to Relocate:

• Winter Park, FL 32789: Relocate before starting work (Required)

Work Location: In person