Financial Services Office Manager

4 weeks ago


Dallas, Texas, United States Howell Financial Group Full time
Financial Services Office Manager

**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 seeking a highly organized and motivated Office Manager to 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 Work with Us**

Competitive salary and benefits package.

Opportunities for professional development and growth.

Dynamic and collaborative work environment.

Contribution to impactful financial services that make a difference for our clients.

  • Dallas, Texas, United States Howell Financial Group Full time

    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 seeking a highly organized and motivated Office Manager to contribute to our mission of excellence in financial services.Position Overview:The Office Manager will play a crucial role in...


  • Dallas, Texas, United States Stellantis Financial Services US Full time

    Job SummaryStellantis Financial Services US is seeking a highly skilled Chief Financial Planning and Analysis Officer to lead our financial planning and analysis team. As a key member of our leadership team, you will be responsible for creating, maintaining, and improving financial forecasts and annual budgets.Key Responsibilities:Lead a team of financial...


  • Dallas, Texas, United States Independent Financial Services Full time

    Financial Center Relationship BankerThe Financial Center Relationship Banker is a sales and service-focused position that drives business growth by building and maintaining strong relationships with clients. This role requires a unique blend of business acumen, communication skills, and financial expertise to achieve financial center objectives.Key...


  • Dallas, Texas, United States Howell Financial Group Full time

    About Us:Howell Financial Group is a leading financial services firm dedicated to delivering personalized solutions for individuals, families, and businesses. Our team is committed to providing exceptional service and customized financial strategies to help our clients achieve their financial goals.Position Overview:We are seeking a detail-oriented and...


  • Dallas, Texas, United States Howell Financial Group Full time

    About UsHowell Financial Group is a leading financial services firm dedicated to delivering personalized solutions for individuals, families, and businesses. Our team is committed to providing exceptional service and customized financial strategies to help our clients achieve their financial goals.Position OverviewWe are seeking a motivated and...


  • Dallas, Texas, United States Maverick Financial Services Full time

    We are seeking highly motivated and driven individuals to join our team of life insurance sales representatives. As a representative with Maverick Financial Services, you will have the freedom and flexibility to work 100% remote from the comfort of your home office.Our company offers a complete training program at no charge, as well as a mentor to guide you...


  • Dallas, Texas, United States Maverick Financial Services Full time

    Lead a Team of Sales ProfessionalsMaverick Financial Services, a subsidiary of Yellowstone Life Insurance Agency, is seeking a dynamic leader with outstanding leadership qualities and an entrepreneurial mindset to join our team as a 1099 Independent Contractor.This role offers the flexibility to work from home while providing the tools and resources needed...


  • Dallas, Texas, United States Spectrum Financial Group Full time

    About Spectrum Financial GroupWe are a full-service financial services firm dedicated to providing comprehensive financial solutions to investors at all stages of life. With decades of experience, we offer expert investment advice to our clients.The OpportunityWe are seeking an entry-level Financial Advisor to join our growing team at Spectrum Financial...


  • Dallas, Texas, United States Baja Ventures Llc dba Financial Foothold Full time

    Job SummaryAs a key member of the accounting department, this role plays a vital part in driving financial efficiency and automation. The successful candidate will oversee day-to-day accounting responsibilities, identify areas for improvement, and collaborate with the team to establish and monitor financial plans and budgets.About Baja Ventures LLCBaja...

  • Trust Officer

    4 weeks ago


    Dallas, Texas, United States BOK Financial Full time

    Job Title: Trust Officer About the Role: We are seeking a skilled Trust Officer to join our team at BOK Financial. As a Trust Officer, you will be responsible for administering personal trust, custody, and estate accounts, providing exceptional service to our clients, and ensuring compliance with governing instruments, state and federal law, and fiduciary...


  • Dallas, Texas, United States Integrative Emergency Services Full time

    Job Title: Finance ManagerIntegrative Emergency Services, LLC is seeking a highly skilled Finance Manager to lead our financial operations and ensure timely and accurate submission of financial deliverables. The successful candidate will be responsible for managing a small team, developing and maintaining financial reporting systems and processes, and...


  • Dallas, Texas, United States Spectrum Financial Group Full time

    Job OverviewSpectrum Financial Group is seeking a skilled Digital Engagement and Onboarding Specialist to join our team.This role involves creating a strong online presence for the firm, generating leads through social media marketing, and organizing marketing efforts.The ideal candidate will be a great connector, comfortable speaking with people on the...

  • Financial Accountant

    3 weeks ago


    Dallas, Texas, United States financial additions Full time

    We are seeking a highly skilled Financial Accountant to join our team at Financial Additions in North Dallas. As a Full Charge Bookkeeper, you will be responsible for managing our company's financial operations, including financial reporting, budgeting, and financial analysis. This is an in-office position with great benefits, including 65% employer-paid...


  • Dallas, Texas, United States GuideStone Financial Full time

    Job SummaryGuideStone Financial seeks a highly skilled Financial Reporting Manager to oversee the financial reporting function, including external financial statement preparation and internal management reporting. The ideal candidate will have a strong background in financial reporting, excellent leadership skills, and the ability to work effectively with...


  • Dallas, Texas, United States United Surgical Partners Full time

    Job Title: Chief Financial OfficerJob Summary:The Chief Financial Officer (CFO) will be responsible for leading the financial management of Baylor Scott & White Medical Center – Uptown. This includes financial planning, budgeting, and forecasting, as well as revenue cycle management, expense management, and financial reporting. The CFO will also be...


  • Dallas, Texas, United States Armanino McKenna Certified Public Accountants & Consultants Full time

    We are seeking a seasoned Chief Financial Officer to join our team at Armanino McKenna Certified Public Accountants & Consultants. As a key member of our CFO Advisory Services, you will be responsible for providing technical expertise to our clients in the areas of financial planning and analysis, including forecasting, budgeting, and preparation of...


  • Dallas, Texas, United States GuideStone Financial Full time

    Financial Reporting Leadership RoleGuideStone Financial seeks a skilled Financial Reporting Manager to lead our financial reporting function. As a key member of our team, you will be responsible for supervising the preparation of external financial statements and internal management reports. Your expertise in GAAP and financial reporting will ensure the...


  • Dallas, Texas, United States Financial Additions Full time

    We are seeking a seasoned Senior Financial Operations Manager to oversee financial planning, budgeting, and forecasting for our hospitality industry client.Key Responsibilities:Financial Statement Preparation: Ensure timely and accurate preparation of financial statements, including balance sheets, income statements, and cash flow statements.Budgeting and...


  • Dallas, Texas, United States Healthpay Inc Full time

    About Plutus Health IncPlutus Health Inc. is a leading provider of Revenue Cycle Management (RCM) services, dedicated to optimizing financial performance for healthcare providers through innovative technology and expert solutions.The company is seeking a highly experienced Chief Financial Officer to join its executive team and provide strategic financial...


  • Dallas, Texas, United States Jobot Full time

    Chief Financial OfficerWe are seeking a highly skilled and experienced Chief Financial Officer (CFO) to join our team at Jobot. The ideal candidate will have a strong background in financial management within the construction industry, with a proven ability to create financial strategies that align with our company's goals.Responsibilities:Oversee all...