Office Manager

2 days ago

Roswell, United States Bella Advisors Full time

Office Manager

Advance your career and truly make a difference We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.


Bella Advisors, located in Roswell, GA is seeking a full-time Office Manager. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and be skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.


Position Overview:

The primary responsibility of this position is to provide support to the Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.


Minimum Requirements:

  • 2+ years of administrative office experience in a fast-paced environment
  • Financial industry experience preferred
  • Advanced skills with MS Office Suite
  • High attention to detail
  • Strong organizational skills
  • Deductive reasoning skills
  • Adaptability
  • CRM experience preferred


This position requires that you possess the following skills:

  • Strong organizational skills and strong attention to detail
  • Excellent communication skills; both verbal and written
  • Calendar management
  • Polished interpersonal and presentation competencies
  • Exceptional phone skills
  • Sincere and caring attitude
  • Great sense of humor
  • Provide outstanding client service
  • Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work


Key Responsibilities:

  • Receive incoming client calls in a friendly manner
  • Processing new client applications
  • Input prospects to database
  • Handle servicing of specific client accounts (opening, closing, and transferring of accounts)
  • Manage Advisors calendar, keep Advisor organized, and prep for all client meetings
  • Set appointments, reschedule appointments
  • Work with team on any HR issues
  • Keep CRM updated with client interaction and processes
  • Attend seminars/workshops and follow up with the prospects from the seminars
  • Work independently and proactively to meet personal business goals
  • Assist Advisors with follow up on Marketing Leads
  • Actively work with vendors associated with the firm

Salary:

  • $65,000 + bonuses


Benefits:

  • Health Insurance
  • PTO
  • 401 (k)

Hours:

  • Monday – Thursday 9am-5pm; Friday 9am-4pm
  • In office
  • Some evenings required for client events

If you meet or exceed the expectations described above, please apply today


Presented by Advisor Employee Services Thank you for your interest in the Office Manager role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today

  • Office Manager

    4 weeks ago

    Roswell, United States NorthPoint Search Group Inc Full time

    Office Manager - Retail Inventory AccountingLocation: Roswell, GA Salary: Up to $90,000 per year Employment Type: Full-Time Industry: Retail About the Company: Our client is a leading retailer renowned for its commitment to quality, customer satisfaction, and innovative products and services. We are currently seeking a highly skilled and experienced Office...

  • Office Manager

    4 weeks ago

    Roswell, United States NorthPoint Search Group Inc Full time

    Office Manager - Retail Inventory AccountingLocation: Roswell, GA Salary: Up to $90,000 per year Employment Type: Full-Time Industry: Retail About the Company: Our client is a leading retailer renowned for its commitment to quality, customer satisfaction, and innovative products and services. We are currently seeking a highly skilled and experienced Office...

  • Office Assistant

    6 days ago

    Roswell, United States Atlanta Personal Injury Law Group Full time

    We're searching for a diligent office assistant to provide administrative support. Youll be responsible for responding to all complaints and questions in a friendly and timely manner, implementing office standards to streamline our processes, scheduling appointments, and company trips, ordering office equipment, and marketing our brand through community...

  • Office Assistant

    4 weeks ago

    Roswell, United States Atlanta Personal Injury Law Group Full time

    We're searching for a diligent office assistant to provide administrative support. Youll be responsible for responding to all complaints and questions in a friendly and timely manner, implementing office standards to streamline our processes, scheduling appointments, and company trips, ordering office equipment, and marketing our brand through community...

  • Office Assistant

    4 weeks ago

    Roswell, United States Atlanta Personal Injury Law Group Full time

    Description We're searching for a diligent office assistant to provide administrative support. You'll be responsible for responding to all complaints and questions in a friendly and timely manner, implementing office standards to streamline our processes, scheduling appointments, and company trips, ordering office equipment, and marketing our brand through...

  • Office Assistant

    3 weeks ago

    Roswell, United States Atlanta Personal Injury Law Group Full time

    Description We're searching for a diligent office assistant to provide administrative support. You'll be responsible for responding to all complaints and questions in a friendly and timely manner, implementing office standards to streamline our processes, scheduling appointments, and company trips, ordering office equipment, and marketing our brand through...

  • Chief Accounting Officer

    1 month ago

    Roswell, Georgia, United States Staff Financial Group Full time

    Job Title: Chief Accounting OfficerCompany: Staff Financial GroupJob Summary:We are seeking a highly experienced Chief Accounting Officer to join our team. The successful candidate will be responsible for managing the finance and accounting functions of our company, including cash management, accounting, payroll, and benefits administration.Key...

  • Chief Accounting Officer

    4 months ago

    Roswell, United States Staff Financial Group Full time

    CHIEF ACCOUNTING OFFICERWHO: Our client owns 20 businesses involving business services and technology around one industry. Even though the business is worth billions in revenue, they focus on good values, entrepreneurship, and growth. WHAT: Chief Accounting Officer (CAO) over Finance, Accounting, Payroll, and Benefits Administration. Reports to the...

  • Project Manager

    2 months ago

    Roswell, United States Chattahoochee Construction Group Full time

    Company Description Chattahoochee Construction Group is a full-service Commercial General Contractor based in Atlanta, GA. Our company is dedicated to providing exceptional professional service on every project, ensuring strong cost controls, timeliness, unmatched quality, and top-tier professionalism. CCG specializes in various commercial sectors including...

  • Project Manager

    4 months ago

    Roswell, United States Chattahoochee Construction Group Full time

    Company Description Chattahoochee Construction Group is a full-service Commercial General Contractor based in Atlanta, GA. Our company is dedicated to providing exceptional professional service on every project, ensuring strong cost controls, timeliness, unmatched quality, and top-tier professionalism. CCG specializes in various commercial sectors including...

  • Chief Financial Officer

    2 weeks ago

    Roswell, United States Lovelace Regional Hospital Full time

    Overview: Ardent Health is a leading provider of healthcare in communities across the country. With a focus on consumer-friendly processes and investments in innovative services and technologies, Ardent is passionate about making healthcare better and easier to access. We are driven by our purpose of caring for people: our patients, our communities and one...

  • Chief Financial Officer

    4 weeks ago

    Roswell, United States Lovelace Regional Hospital Full time

    Overview: Ardent Health is a leading provider of healthcare in communities across the country. With a focus on consumer-friendly processes and investments in innovative services and technologies, Ardent is passionate about making healthcare better and easier to access. We are driven by our purpose of caring for people: our patients, our communities and one...

  • Chief Financial Officer

    4 weeks ago

    Roswell, United States Lovelace Regional Hospital Full time

    Overview: Ardent Health is a leading provider of healthcare in communities across the country. With a focus on consumer-friendly processes and investments in innovative services and technologies, Ardent is passionate about making healthcare better and easier to access. We are driven by our purpose of caring for people: our patients, our communities and one...

  • Paralegal Manager

    2 months ago

    Roswell, United States Atlanta Personal Injury Law Group Full time

    Are you an experienced paralegal with leadership experience interested in advancing your career in the legal industry? We’re seeking a dedicated paralegal manager who will oversee the team of paralegals that will support the attorneys at our firm. You’ll be consulted on hiring practices, paralegal salaries and billing rates, train new employees, and...

  • Product Manager

    7 days ago

    Roswell, United States Carel Usa Llc Full time

    Job DescriptionJob DescriptionLooking for a new opportunity....We create products that deliver energy savings and minimize environmental impact through the use of advanced technologies and tailored services.CAREL USA, Inc. is an innovative, high-tech company that offers professional development and skills enhancement opportunities, both nationally and...

  • Product Manager

    2 weeks ago

    Roswell, United States The Intersect Group Full time

    Job Description:Support Product Managers with project management of critical NPI projects.Leads process reporting to include KPI analysis as well as leads issue resolution with cross-functional team and escalates as needed.Institutes change management process to align on adjustments needed for new product introductions through the stage gate process and...

  • Product Manager

    2 weeks ago

    Roswell, United States The Intersect Group Full time

    Job Description:Support Product Managers with project management of critical NPI projects.Leads process reporting to include KPI analysis as well as leads issue resolution with cross-functional team and escalates as needed.Institutes change management process to align on adjustments needed for new product introductions through the stage gate process and...

  • Inventory Accounting Manager

    4 weeks ago

    Roswell, New Mexico, United States NorthPoint Search Group Inc Full time

    Job SummaryThe Office Manager - Retail Inventory Accounting will oversee the inventory accounting process, ensuring accurate financial reporting and leading month-end close activities. This role requires strong knowledge of Generally Accepted Accounting Principles (GAAP), proficiency in QuickBooks, and a Bachelor of Science (BS) degree in Accounting or a...

  • Software Implementation Manager

    4 weeks ago

    Roswell, Georgia, United States OTR Solutions Full time

    Job Description:We are seeking an experienced Software Implementation Manager to join our team at OTR Solutions. This role will be pivotal in managing the implementation of our Epay Manager software for our clients, ensuring a seamless transition and optimal utilization of our solutions.Responsibilities:Project Management: Manage the end-to-end software...

  • Accounting Manager

    1 month ago

    Roswell, United States Robert Half Full time

    Job DescriptionJob DescriptionManagement Resources is seeking a senior accounting professional with particular expertise in inventory and intercompany accounting. The successful individual will maintain the full ownership of company-wide inventory accounting operations, and regularly liaise with different business segments to ensure smooth and accurate...