Financial Services Office Manager

Secure Path Advisory Services in Sugar Creek, OH is looking to add new talent to their team. This position works closely with a team of Investment Advisors to ensure that day-to-day operations of the firm run smoothly and efficiently. It requires a large amount of collaboration with advisors, the administrative team so the firm’s customers receive a consistent high level of service and support regarding their contract inquiries. This position also requires clear and consistent communication with many people inside the firm as well as with our compliance departments and partner companies. OFFICE MANAGER Essential Duties and Responsibilities: Manages the hiring, training, development, productivity, discipline and performance evaluations of all support staff within the agency. Manages time and attendance of office employees. Keeps senior management apprised of employee problems and employee successes. Adheres to all company policies, procedures and business code of ethics, ensures they are communicated and implemented within the office. Sets an example for personnel in areas of personal character, commitment, organization skills and work habits. Point person for vendors, orders, etc. Coordinate with scheduler of staff/client events Assist with website, drip campaigns, and social media/marketing Monitor email/voicemail messages Conduct staff meetings and keep communication up to date of those needing informed RegEd Hardcopy Correspondence and Advertising reporting/Branch Log/DropBox Order supplies Maintain AMS Coordinate caseload for advisors/admin Knowledge, Skills and/or Abilities: To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required: High school or equivalent Extreme ability to multitask Prior management experience preferred Prior experience with HR related items preferred Experience working in the Financial Services industry or Banking a plus Experience working in an office environment · Language Skills o Must be able to read, write, and verbally communicate using the English language. o Must be able to communicate information and respond to questions (verbally and in written form) effectively with clients, company personnel, agency staff, regulatory agencies, members of the business community and others. o Must be able to prepare and present information to top management, clients and public groups. · Mathematical Skills o Perform basic math calculations such as addition, subtraction, multiplication · Computer Skills o Basic knowledge of word processing programs and spreadsheet programs is required. Ability to apply common sense understanding, interpret and carry out instructions furnished in written or oral form is required. You must be able to work without supervision as well as ability to work as part of a team that strives to create a sense of family · You must be capable of collecting, analyzing, and interpreting information and situations commonly found in insurance agencies. Conflict resolution abilities with openness to change. Secure Path Advisory Services offers a competitive benefits package that includes a health plan, Wellness program, FSA , vacation and sick time, and a 401 K with company matching, Interested candidates are encouraged to apply. Job Type: Full-time Pay: $40,000.00 - $45,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Retirement plan Vision insurance Schedule: Monday to Friday Ability to Relocate: Sugar Creek, OH: Relocate before starting work (Required) Work Location: In person