Financial Services Office Manager

Job Description

Job Description

Work Schedule: Monday-Friday 8am-4:30pm

PTO accrued each pay period, 7 paid holidays a year

Summary: You will be joining a support team that manages the administrative tasks for a group Financial Advisors. Daily responsibilities and tasks take on a wide array of duties to help support the advisors and our clients.

Financial experience is a plus, but not necessary; an associate or bachelor's degree is preferred. Schedule is 5 days per week (approximately 32-40 hours.) We can be flexible for the right person and offer a strong teaming environment.

A list of responsibilities, but not all-inclusive:

• Assist advisors in preparing for client meetings and complete follow-up tasks
• Complete paperwork for multiple product types and route to clients and various firm operations
• Prepare for client meetings by updating financial planning and CRM software, pulling statements, and requesting needed information from clients
• New business processing for new accounts
• Provide excellent customer service on accounts such as documenting client calls and providing basic information as requested
• Research and resolve account issues or miscellaneous questions for clients and advisors
• Maintain files and prepare correspondence and documents for advisors and clients

Competencies:

• Strong technology/computer aptitude
• Proficient in Microsoft Office (Word and Excel particularly)
• Intuitive and resourceful to gather, analyze, and resolve complicated issues
• Professional communication skills
• Strong attention to detail
• Strong time management skills
• Maintain strict confidentiality

Sensible Wealth Solutions, LLC is a Prudential Financial Advisors office in Rochester, MN.

Company Description

Sensible Wealth Solutions, LLC is a Prudential Financial Advisors office in Rochester, MN.