Office Manager

Overview & Company

Are you an experienced and computer savvy office administrator who’s passionate about client care? Do you love providing administrative support within environments where people and service come first? If so, Healy Wealth Management is looking for you!

Our client is a highly regarded and industry-recognized wealth management firm seeking a skilled administrative professional who brings their own breadth of knowledge to supporting day-to-day business operations. This role requires acumen necessary to providing proactive and timely in-office administrative support, while modeling commitment to fostering and sustaining new and existing client relationships.

“At Healy Wealth Management, we live our core values: Honesty & Integrity, Empathy, Professionalism, and Proactive Communication. And with a stellar reputation as a top-tier performer and our membership in the IFG consortium, our firm has been providing exceptional financial planning services to high-net-worth clients since 2000. Located in beautiful Atlanta, GA, we proudly offer customized financial planning and portfolio management solutions to clients nationwide.”

Key Responsibilities

Office Administration: Responsible for client experience to include preparing prompt and accurate account paperwork, money movements, maintaining and reconciling client data across multiple systems, responding to clients in a timely manner, and effectively managing office activities and workflows.

Compliance: Actively participate in internal and external compliance audits. Document, monitor, and consistently report on compliance-related data and office activity.

Supervisory: Provide guidance to the firm’s virtual administrative support personnel. Supervision includes delegating tasks, workload management, monitoring performance against tasking, and ability to effectively anticipate, mitigate, and address any related issues in spirit of continuous improvement.

Critical Thinking: Able to correctly assess a given business situation, anticipate need, and effectively prioritize next steps on way to achieving objectives. Takes a proactive approach to problem-solving with a can-do attitude and commitment to continuous improvement.

Communication: Presents and articulates themselves in professional manner conducive to achieving day-to-day tasks, at same time positively impacting client engagement. Must be comfortable leading team meetings and driving business results.

Administrative Support: Is clients’ first point of contact and critical to coordination and preparation of regularly scheduled client meetings in alignment with advisor capacity. Provides administrative support to firm owners and team members to include email and phone correspondence, scheduling and calendar(s) maintenance, meeting preparation, and maintaining office inventory.

Collaboration: Team player who approaches their work with initiative and resolve. Someone who enjoys being in-office and interacting with clients and teammates on a daily basis–whether that be in person, via phone, or through written communications.

Experience & Skills

• – Minimum two years’ experience managing a busy office or firm, preferably in investment management, banking, financial services, or related field
• – Technical aptitude to quickly grasp and navigate business-critical software and equipment; CRM experience a plus
• – Proficiency in MS Office Suite, to include Excel
• – Strong communication and interpersonal skills facilitating ability to successfully partner with others in effort to achieve business tasks
• – Time management and organizational skills necessary to succeeding in a fast-paced and quality-driven environment
• – Ability to plan and correctly prioritize daily work tasks
• – Work output reflecting detail-orientation and accuracy
• – Commitment to maintaining client confidentialities
• – Verbal and written skills necessary to professionally and effectively communicate in both dialog and written format

Education:

• – Minimum bachelor’s degree from an accredited university

Annual Salary

Salary range is $61,000.00 – $81,000.00

Potential for discretionary and performance-based bonuses

Benefits

• – Robust 401(k) plan with matching
• – Generous paid time off
• – Comprehensive Medical, Dental, and Vision coverage for your well-being
• – Monetary assistance for professional development, supporting your growth and continuous learning

Schedule

This is a full-time and in-office role, 8am to 5pm, Mon-Fri