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Job Description
Remote Status: On-Site
Job Id:
3938
# of Openings:
1
Pay Range: $90,000 per year
Position: Office Manager
Firm: Centennial Advisors
Location: Austin, TX
Overview:
Centennial Advisors with a location in north Austin, TX is dedicated to providing outstanding financial planning services to our clients. Through careful
selection and personalized asset allocation, we equip our clients with the tools and guidance they need to reach their financial goals. Everything we do is tailored to help individuals and families work toward a secure and prosperous future.
The Office Manager plays a pivotal role in the overall success of our business. This position is responsible for organizing and ensuring seamless daily operations within the office. This role requires a positive attitude, strong work ethic, and dedication to going above and beyond in service to our clients and team.
What you’ll do:
- Oversee and manage daily office operations to ensure a smooth workflow
- Supervise and support operations staff
- Maintain office supplies, equipment, and vendor relationships
- Implement and enhance office policies and procedures
- Provide exceptional client service and assist with inquiries or concerns
- Support compliance with financial industry regulations
- Handle sensitive and confidential information with discretion
- Manage office communications, correspondence, and documentation
- Assist in onboarding new employees and ongoing training
- Coordinate HR-related tasks including assisting with insurance, facilitating onboarding and hiring processes, and ensuring accurate and compliant employee documentation
- Generate, review, and distribute reports to support business operations and decision-making
- Maintain and update client records within the CRM (Wealthbox), ensuring accuracy and timely entry of data to support business operations and client communications
What We’re Looking For:
- Associates Degree
- 5 + years’ of office management experience in a fast paced environment
- Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and Wealthbox
- Demonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks
- Excellent communication; written and verbal
- Exhibits meticulous attention to detail and a commitment to accuracy
- Collaborative team player willing to assist others
- Embraces change and adapts quickly in a dynamic environment
- Possesses a positive attitude and willingness to learn
- Self-starter who takes initiative and works well independently
What You’ll Get:
Pay & Perks:
- $90k/year + bonus potential
- Medical and dental insurance (firm pays 75% for employee + family)
- PTO
- 401k with match
- Dog friendly work environment!
Schedule:
- In office: Monday – Thursday, 8:30am – 5:00pm, Friday’s 8:30am – Noon (remote)
- May serve as back up at client events and seminars during the evenings
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $90,000 per year
Apply for this Position