Office Manager

Office Manager

McMurray, PA

2 DAYS AGO

22494491

Summary

McMurray, PA

In-Person

Competitive Salary

2 Years Experience

Bachelor's degree

No Commission

40.00 hours per week / Day Shift / Full-Time

Description

Office Manager - Local financial group has an immediate need for an experienced professional to work with group of financial advisors assisting with management and organization of client information, to include attending and servicing client needs. 2Monday through Friday 8:30 AM to 5:00 PM. Temp-to-Hire. McMurray $24.00 per hour.

Responsibilities:

Open and sort incoming mail, prepare outgoing mail (candidate must be fingerprinted, required by Broker Dealer)

Discretion with client confidential information

Assist with office operations where appropriate to include data entry, telephone and other administrative duties

Client follow-up for scheduled appointments via phone including confirming upcoming appointments

Manage special client related projects, i.e.: mass mailing (cards or special client letters)

File client statements and correspondence and also retrieve files when requested

Assist with client implementation of client marketing programs, along with outreach to current clients

Qualifications:

4-year College Degree or Business School equivalent and office experience preferable

IT- Savvy with strong understanding of online platforms/web-based tools required

Typing skills necessary for reprinting of standardized letters and memos to various investment and insurance companies

Valid driver's license

Must be detail oriented person who possesses solid decision-making ability

Excellent communication, organizational, analytical skills and capability to multi-task

Must take initiative and work independently

Additional Details

Driver's License: Class C - Standard Drivers License

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