We are a growing boutique financial planning firm based in Northern Dutchess County, NY, serving clients in the Hudson Valley and across the country. We are seeking a seasoned and confident Office Manager with minimum 5 years experience managing detail-oriented projects.
The position involves juggling multiple tasks, independent projects, team projects, and a high volume of information, data and task management. It also includes proof-reading. A proactive personality and attention to detail, accuracy and integrity is crucial. The position will require tact, discretion, good will. Cooperation and commitment to the team and to the mission is expected as well. A successful candidate will have a well-developed work ethic, and appreciate the importance of a collegial work environment.
The position is full time, 36 hours a week . This is a M-F office with some flexibility regarding hours. You must be comfortable in a small office environment and able to focus and create professional and precise work. Benefits include 401k plan, profit sharing, PTO, 12 paid holidays, etc.
Responsibilities may include, but will not be limited to the following:
1. Provide administrative support to firm by performing routine tasks such as answer phones, take detailed messages, scanning, copying, filing, and general office work.
2. Maintain files and database, prep client meetings and agendas; manage tasks to regulatory compliance procedures. Respond to client requests.
3. Schedule Zoom conference calls, appointments, staff meetings and make travel arrangements.
Perform other related duties and/or special projects as needed. Requirements and qualifications:
- Have a minimum of 5 years office experience in financial services field such as banking, investments or insurance.
- Be a self-starter with strong written and verbal communication skills.
- Demonstrate ability to handle multiple projects and details simultaneously.
- Self-direction, tact, diplomacy and a clear, courteous and professional manner.
- Ability to prioritize tasks and solve problems
- Work well as part of a team and independently.
- Experience in MS Office: Excel, Word, PowerPoint, Outlook, Adobe Acrobat,
- CRM/Database management/Work flows
- Notary Public a plus
- Bachelor's degree in Business, Finance, Communications, or related and/or equivalent combination of work experience and education is required.
Please reply with your resume and cover letter which should include your response to the questions below:
1. Explain in a brief paragraph, how you are detail-oriented, doing precise work, meeting deadlines consistently.
2. Do you have any experience working in a regulatory environment
3. Indicate your approximate salary requirement range.
4. Please indicate your experience with technology
NO CALLS ACCEPTED…we will contact ONLY qualified applicants
Job Type: Full-time
Pay: $65,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Employee discount
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
Work Location: In person
