The Office Manager supports the First Command District Advisor, who leads a team of Financial Advisors and administrative staff.
This role is critical in ensuring we provide a consistently exceptional experience to all clients in their interactions with the firm. You will be responsible for maintaining all office standards in an effective and efficient manner to ensure the District runs smoothly.
As a key member of our local support staff team, you will:
Promote a consistently exceptional client experience
Assist the District Advisor with recruiting, hiring and onboarding activities for new Advisors and administrative staff
Coordinate and document required licensing, continuing education and annual training requirements for office staff
Ensure all support staff receive new hire and ongoing admin training
Work with the District Advisor to maintain a marketing events calendar and plan, and assistwith marketing events as needed
Manage district bookkeeping and business tracking responsibilities, including district and individual Advisor production, district
expenses, leases and utilities billing, etc.
Manage office communication procedures and dissemination, and maintain record requirements for compliance purposes
Coordinate office equipment hardware/software and system upgrades; provide training to district personnel
Observe all state and federal employer requirements and First Command procedures related to the hiring and termination
of employees and independent contractors
Excellent organizational, written and verbal communication skills
Proficient in basic computer skills and Microsoft Office, specifically Outlook, Word and Excel
Ability to handle multiple tasks and thrive in a fast-paced environment
Self-motivated
3 to 5 years general office experience
Management experience preferred
Bachelor’s degree preferred
General knowledge of financial products preferred
Satisfactory completion of background check, fingerprinting and required employment documentation, as well as any screening/hiring tool if required by hiring district
Competitive wages
Pleasant work environment
Opportunities for professional development
The ability to be in control of your career trajectory
Portable career opportunities throughout the United States and overseas
