Office Manager & Operations Assistant

Office Manager & Operations AssistantFull time In-person Stowe Office; some remote hours possible after 90-day trial period Shared office with CPA & Wealth Management FirmTasks Provide outstanding customer service experience on the phone, in person, and via email Support Operations Team with new business workflow and client service activities Responsible for main office phone line; route messages to advisors and associates as necessary Assist with new business data entry and service forms – accuracy is paramount Maintain CRM with accurate client information, record client contacts and notes Record incoming and outgoing mail; submit all checks to the back office via overnight mail Leverage DocuSign and other digital tools to maximize efficiency with business processing Communicate daily with remote team members to ensure a cohesive and high-level client experience Maintain accurate client files, both electronically and hard copy Assist with mailings, including annual holiday mailing, birthday mailing, referral mailings, as well as email marketing campaigns and associated technology Utilize approved social media channels for marketing purposes, (LinkedIn, Facebook, and other approved sites)Qualities Desired in Successful Candidate Detail oriented Self-Starter Demonstrated ability to build rapport with clients and colleagues Ability to thrive in a fast-paced environment Desire for continued growth and professional developmentEducation and Work Experience Two years office experience in financial services or related Associate degree or commensurate work experience Experience effectively using Customer Relationship Management (CRM) Software Basic tax knowledge, Accounting, Financial Services, and/or Life Insurance designations, a plusBenefits Competitive compensation based on skills and experience; SIMPLE IRA plan with company match

Created: 2025-09-30