Office Manager & Operations Assistant Job at Hoogenboom Wealth Management, Stowe, VT

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  • Hoogenboom Wealth Management
  • Stowe, VT

Job Description

Job Description

Office Manager & Operations Assistant

  • Full time
  • In-person Stowe Office; some remote hours possible after 90-day trial period
  • Shared office with CPA & Wealth Management Firm

Tasks

  • Provide outstanding customer service experience on the phone, in person, and via email
  • Support Operations Team with new business workflow and client service activities
  • Responsible for main office phone line; route messages to advisors and associates as necessary
  • Assist with new business data entry and service forms – accuracy is paramount
  • Maintain CRM with accurate client information, record client contacts and notes
  • Record incoming and outgoing mail; submit all checks to the back office via overnight mail
  • Leverage DocuSign and other digital tools to maximize efficiency with business processing
  • Communicate daily with remote team members to ensure a cohesive and high-level client experience
  • Maintain accurate client files, both electronically and hard copy
  • Assist with mailings, including annual holiday mailing, birthday mailing, referral mailings, as well as email marketing campaigns and associated technology
  • Utilize approved social media channels for marketing purposes, (LinkedIn, Facebook, and other approved sites)

Qualities Desired in Successful Candidate

  • Detail oriented
  • Self-Starter
  • Demonstrated ability to build rapport with clients and colleagues
  • Ability to thrive in a fast-paced environment
  • Desire for continued growth and professional development

Education and Work Experience

  • Two years office experience in financial services or related
  • Associate degree or commensurate work experience
  • Experience effectively using Customer Relationship Management (CRM) Software
  • Basic tax knowledge, Accounting, Financial Services, and/or Life Insurance designations, a plus

Benefits

  • Competitive compensation based on skills and experience; SIMPLE IRA plan with company match

Job Tags

Full time, Work experience placement, Work at office, Remote work, Trial period, Night shift,

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