Financial Services Office Manager

4 days ago

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 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.
  • A dynamic and collaborative work environment.
  • Contribution to impactful financial services that make a difference for our clients.

How to Apply:

Interested candidates should submit their resume and a cover letter outlining their qualifications and experience to Please include "Office Coordinator Application" in the subject line.

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