This job is closed

We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.

Tba Agencyposted 5 months ago
$52,000 - $52,000/Yr
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.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service