Office Management Coordinator

3 weeks ago


Holyoke, Massachusetts, United States The MH Group, LLC Full time

We are looking for a highly skilled Office Manager to join our team at The MH Group, LLC. As an Office Manager, you will be responsible for delivering exceptional service and ensuring operational efficiency.

Key Responsibilities:
  • Manage team members, including conducting employee evaluations and overseeing hours.
  • Lead and develop team members.
  • Track all company tasks, including managing insurance and investments applications, all service items and referrals, and clients in the financial planning process.
  • Review and improve workflows and resources for various company tasks.
  • Refine processes and procedures for prospective clients and overall practice.
  • Oversee the business calendar, including financial planning client meetings, advising client reviews, and business enrollment meetings.
  • Organize and manage existing clients and households.
Benefits:
  • $57,000-$70,000 annual salary.
  • Hybrid work environment.
  • Simple IRA with 3% match.


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