Found Description
Elevate your career as an Office Manager in a growing private wealth management practice. This role demands strong communication skills, focusing on client engagement and administrative excellence.
As an Office Manager, you will support both a Portfolio Manager and an Investment Advisor. This position involves daily collaboration with a dedicated team, enhancing client interactions and contributing to operational efficiency. You will coordinate client events while managing essential office tasks to ensure a high-quality client experience.
Key Responsibilities:
• Engage directly with clients and schedule important meetings
• Organize seminars, workshops, and client events efficiently
• Handle calendars and CRM updates to streamline operations
• Oversee office administration like expense tracking
• Prepare meeting spaces for a welcoming client experience
Requirements:
• 3+ years in a client-facing admin role
• Strong communication skills and telephone presen...
As an Office Manager, you will support both a Portfolio Manager and an Investment Advisor. This position involves daily collaboration with a dedicated team, enhancing client interactions and contributing to operational efficiency. You will coordinate client events while managing essential office tasks to ensure a high-quality client experience.
Key Responsibilities:
• Engage directly with clients and schedule important meetings
• Organize seminars, workshops, and client events efficiently
• Handle calendars and CRM updates to streamline operations
• Oversee office administration like expense tracking
• Prepare meeting spaces for a welcoming client experience
Requirements:
• 3+ years in a client-facing admin role
• Strong communication skills and telephone presen...
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