Wealth Management Office Manager - Roswell, GA

Position: Wealth Management Office Manager Firm: Park Square Financial Group Location: Roswell, GA Overview 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. What you’ll do Maintain weekly scorecard metrics for the firm and update weekly KPI’s Coordinate internal communications, calendars, and daily support to Advisors Own and update L10 meeting preparation, follow‑up, and issue tracking Serve as the primary POC for scheduling, client meeting prep, and client service workflow Prepare client reports, packets, confirm appointments and set up for meetings Process client service requests including beneficiary changes, address updates, and forms Assist with onboarding new team members Prepare training guides and update SOP’s Manage incoming/outgoing mail, supplies and scheduling Assist with filing compliance documentation Support and troubleshoot CRM and other platforms What We’re Looking For 3+ years’ experience in Office or Operations Management Previous experience in financial industry preferred Proficient MS Office software Previous CRM experience (Orion, Wealthbox or equivalent) Experience with Schwab and Fidelity custodial platforms Professional and warm client presenceAbility to work with minimal supervision Bonus Points Bachelor’s degree preferred or equivalent work experience Series 65 license preferred or willing to obtain Pay & Perks Competitive salary Health insurance Dental insurance 401(k) plans PTO Schedule Onsite: Monday – Friday, 9am – 5pm Occasional evening client events #J-18808-Ljbffr