Office Manager

Job Description:

The Office Manager is a full-time position responsible for building connections and trust with clients and managing the office. The Office Manager role is vital to the success of the business and providing support to the Advisors of the office. This individual will be involved in many details of the business requiring high-level time management and organizational skills and providing an amazing experience for clients of B.O.S.S. Retirement Solutions. As we are growing, the position will also require the ability to be adaptable to change.

Responsibilities include but are not limited to:

Greeting clients

Prep documents for client appointments

Scan/Upload documents and meeting notes

Screen inbound calls

Calendar Management

Appointment Confirmation/follow-up

Tracking/ordering supplies

Attend weekly and monthly meetings via zoom

Prepare and attend 3-4 evening events a month

*This position will also require the candidate to obtain their state notary upon hire

Minimum Qualifications:

Bachelors degree preferred (in lieu of degree must have 4 years of relevant office experience)

Minimum of 2-years experience in customer service

Minimum of 1-year experience in professional office setting

Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.

• Must be available to work full-time hours: Monday-Friday 8:30-5:30 and some evening events 4:00-9:00 (Tues, Wed, or Thurs) Only 40 hrs/week

Pay starts at $43,000 + $500 quarter Bonus potential. $800/month Health Insurance contribution, PTO, Paid Holidays, 401k

If you choose: $5,000 increase in salary after obtaining your Life and Health and another $5,000 increase in salary after obtaining Series 65

Equal Opportunity Employer M/F/D/V