Community Financial Group, in partnership with Equitable Advisors, is seeking an experienced Office Manager. The role of this position is to manage the everyday operations of our firm, while creating and maintaining a professional and welcoming environment for our clients and visitors.
Benefits/Perks:
- 401(k)
- 401(k) Matching
- Dental Insurance
- Employee Assistance Program
- Health Insurance
- Health Savings Account
- Paid Time Off
- Vision Insurance
Job Duties/Responsibilities:
- Phone Management: Handle calls via the Ring Central system courteously, directing them appropriately while maintaining confidentiality.
- Calendar Coordination: Manage advisor and conference room schedules, ensuring meetings are scheduled, confirmed, and documented, resolving conflicts, and coordinating with team members across locations.
- Front Desk Operations: Maintain a welcoming reception area, greet visitors, assist clients, prepare meeting spaces, and ensure tidiness and readiness for subsequent meetings.
- Operational Support: Collaborate with Director of Client Relationships and Senior Partners to meet operational needs, overseeing facilities maintenance, vendor coordination, and communication of holidays and closures.
- Administrative Tasks: Handle voicemail, manage client emails, manage compliance approvals, electronic filing, and process correspondence.
- General Support: Maintain office supplies and equipment, handle recycling, faxing, copying, and other general office tasks. Maintain the Community Financial Group website, assist the Client Care Team with client support, and engage in special projects as required.
- Event Planning: Manage company events and client appreciation events.
- Client Gifts: Coordinate new client welcome packages, life event cards and gifts, and holiday gifts.
Job Type: Full-time
Pay: $40,000.00 - $50,000 per year
Schedule:
- 8-hour shift
- Monday to Friday
Education:
Experience:
- Professional Office: 3 years (Required)
- Microsoft Office: 3 years (Required)
- Administrative experience: 3 years (Required)
Work Location: In person; Fredericksburg VA (22401)
