About Us:
Howell Financial Group is a leading provider of comprehensive financial solutions, dedicated to delivering exceptional service and results to our clients. We are looking for a highly organized and motivated Office Manager to join our team and contribute to our mission of excellence in financial services.
Position Overview:
The Office Manager will play a crucial role in ensuring the smooth operation of our office. This position is responsible for
overseeing office administration, supporting staff, maintaining a productive work environment, and implementing efficient
processes. The ideal candidate will have experience in financial services and possess strong leadership and organizational
skills.
Key Responsibilities:
- Manage daily office operations, including scheduling, correspondence, and administrative tasks.
- Coordinate office maintenance and ensure all facilities are in good working condition.
- Oversee office supplies inventory and procurement processes, ensuring cost-effective purchasing.
- Assist with financial record-keeping, reporting, and documentation.
- Support HR functions, including recruitment, onboarding, and employee training.
- Facilitate communication between departments and ensure effective workflow within the office.
- Track statuses of licenses, carrier appointments, and continuing education requirements for advisors and staff.
- Develop and implement office policies and procedures to enhance efficiency.
- Maintain confidentiality and safeguard sensitive information.
- Assist in preparing financial reports and presentations as needed.
- Organize company events, meetings, and training sessions.
Qualifications:
- Bachelor’s degree in Business Administration, Finance, or a related field preferred.
- Minimum of 3 years of experience in office management, preferably in the financial services sector.
- Strong understanding of financial processes and terminology.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and office management software.
- Excellent organizational and multitasking abilities.
- Strong written and verbal communication skills.
- Ability to work independently and as part of a team.
- Attention to detail and problem-solving skills.
Why Join Us?
- Competitive salary and benefits package.
- Opportunities for professional development and growth.
- A dynamic and collaborative work environment.
- Beautiful new office space in North Dallas (Q4 2024).
- Contribution to impactful financial services that make a difference for our clients.
How to Apply:
Interested candidates should submit their resume and a cover letter outlining their qualifications and experience to jhowell@howellfinancial.com. Please include "Office Coordinator Application" in the subject line.
