Office Manager Financial Planning Office

$52,000 - $52,000/Yr

Tba Agency - Beallsville, MD

Part-time - Entry Level

Hybrid - Beallsville, MD

Professional, Scientific, and Technical Services

About the position

The Office Manager position at a Boutique Family Financial Planning Office involves managing daily operations, including answering phones, processing paperwork, and completing various tasks on a regular basis. The role is designed for individuals who are organized, detail-oriented, and possess strong communication skills. This position offers a unique opportunity to work in a small office environment, contributing to a positive impact on clients' lives while enjoying some flexibility with remote work.

Responsibilities

• Answer phones and respond to client inquiries.
• Process paperwork and manage office documentation.
• Complete daily, weekly, monthly, quarterly, and annual tasks as required.
• Maintain an organized office environment.
• Assist in client communication and scheduling.

Requirements

• Strong communication skills.
• Attention to detail and organizational skills.
• A positive attitude and a clean background check.

Nice-to-haves

• Experience in financial planning or a related field.

Benefits

• $25 per hour compensation based on life experience.
• Potential for additional hours and benefits with longevity.