Office Manager - Monroe, LA (Monroe)

Full-time

Oglesby Financial Group

The ideal candidate is someone who has a background in world class customer care has strong administrative skills and is well organized and calm under pressure.

Office Manager, Oglesby Financial Group

Location: Monroe, LA

About the Company: The Oglesby Financial Group is a top-ranked, award-winning, boutique wealth management firm with over three decades of experience in helping clients worldwide achieve their financial goals. The well-established firm is known for comprehensive, strategic financial planning, its partnership with Guardian Guided Portfolio Solutions™, a robust, proactive investment management platform utilized by clients and other financial advisors nationwide, and our unique delivery of a holistic client experience.

What we do: We help bridge the gap between clients’ finances and their dreams.

Why we do it: To help people live better lives.

What you’ll do: The Office Manager will play an important role in setting the tone for the organization. As the first person and last person clients see when they are in the office, the Office Manager is instrumental in making sure clients have a positive experience. Ability to work in a high capacity, high intensity position is a must, while maintaining a joyful and diplomatic spirit. Multitasking is necessary also, as this position is characterized by spontaneity and being ready for any phone call or visit. You will be the direct source of office support leadership, while maintaining office supplies and managing the calendar.

What you’ll do:

Open and prepare the Front Stage Area
Set up and refresh the Client Conference Rooms
Greet and Seat Clients
Communicate Client Arrival to all Necessary Staff
Answer and Direct all calls and Take Detailed Messages
Order Office Supplies
Process Accounts
Administrative Assistance
Close down Front Stage Area
MS Office and calendar proficiency
Event Planning

What you’ll need:

Believe in WHAT we do and WHY we do it
A warm, welcoming personality
Excellent phone skills and technical proficiency
A genuine interest in serving and caring for others
Exceptional organizational and time management skills
A professional demeanor
Reliable: Follow-through versus Follow-up
Take and own Responsibility
MS Office and calendar proficiency

All the benefits you need for you and your family:

Simple IRA with robust, dollar for dollar matching retirement plan.
Quantity of paid Holiday’s, vacation days, and versatile PTO.
Team member perks and benefits.

Apply

Vacancy posted 2 days ago

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