Office Manager - Financial Services
As a Office Manager - Financial Services, you'll be a vital part of our team, providing seamless support to our clients.
You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.
Company Profile
Award Winning LOCAL Financial Services Firm helping the Grand Valley make smart decisions about their financial goals for over 50 years!
What's in it for you?
Elwood Staffing associates are eligible for a comprehensive and competitive benefits package plus an exclusive savings program, including:
Medical/Vision/Dental/Rx plansHoliday PayTeladoc (online care)Referral Bonus IncentiveWeekly Pay401kAnd More!Office Manager - Financial Services Details:
Temp-to-Hire position$20.00 to $23.00 /hourFull Time work availableFirst Shift (Monday through Friday from 08:00am to 04:30pm)Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives.
Technology: Strong computer literacy with willingness to learn new technology and programs while using Microsoft Office products and other firm-provided software.
Office Manager - Financial Services Qualifications:
What skills would make you a successful Office Manager?
Analytical ThinkingAttention to DetailAdaptabilityConversational SkillsDigital Tool UtilizationTeam CollaborationApplicant may be subject to a background checkPre-employment drug screen is required as a condition of employment*A conviction record will not necessarily prevent you from being employed. You will be required to complete and submit a questionnaire. We will consider your age at the time of the offense, when the offense occurred, the seriousness and the nature of the offense, as well as any rehabilitation to determine your employability.
We are an Equal Opportunity Employer and celebrate diversity at all levels of our organization.
How to Apply:
Visit, email, call, or text us today! Walk-ins are welcome! Feel free to apply online at www.elwoodjobs.com!
Grand Junction, CO
2695 Patterson Road
Grand Junction, CO 81506
(970) 243-9950
grandjunction.CO@elwoodstaffing.com
Qualifications*See above for qualifications
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