Office Manager
2 weeks ago
The Office Manager is a vital role at B.O.S.S. Retirement Solutions, responsible for building connections and trust with clients and managing the office. This individual will be involved in many details of the business, requiring high-level time management and organizational skills, and providing an amazing experience for clients.
Key Responsibilities:
- Greet clients and provide exceptional customer service
- Prepare documents for client appointments and maintain accurate records
- Screen inbound calls and respond to client inquiries
- Manage calendars and schedule appointments
- Confirm appointments and follow up with clients
- Track and order supplies
- Attend weekly and monthly meetings via zoom
Requirements:
- Bachelor's degree preferred (in lieu of degree, 4 years of relevant office experience)
- Minimum 2 years of customer service experience
- Minimum 1 year of experience in a professional office setting
- Proficient in Excel, Microsoft Word, and database management
Benefits:
- Competitive salary starting at $38,500
- $500 quarterly bonus potential
- $5,000 increase in salary after obtaining Life and Health license
- $5,000 increase in salary after obtaining Series 65 license
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