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

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