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.

Park Square Financial Group, located in Roswell, GA, is hiring a full-time Wealth Management Office Manager. The ideal candidate will be client facing, a self-starter, tech savvy, and enthusiastic team player who can oversee and optimize daily office operations. We offer a supportive work environment, competitive compensation, and excellent opportunities for both professional and personal growth-perfect for a self-motivated go-getter!

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
• Preparing training guides and updating 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 presence
• Ability to work with minimal supervision

Bonus Points:

• Bachelor's degree preferred or equivalent work experience
• Series 65 license preferred or willing to obtain

What You'll Get:

Pay & Perks:

• Competitive salary
• Health
• Dental
• 401k
• PTO

Schedule:

• Onsite: Monday - Friday, 9am - 5pm
• Occasional evening client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com