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Office Manager

$50k - $65k

Amherst Financial Group

Office Manager — Registered Investment Advisory Firm Amherst Financial Group | Amherst, NH | Full-time, on-site Amherst Financial Group, a full-service Registered Investment Advisory firm located in Historic Amherst Village, is seeking a dependable and detail-oriented Office Manager to support our advisory team and help deliver an exceptional client experience. We provide comprehensive financial guidance to individuals, families, and small businesses, with a focus on objective advice, long-term planning, and personalized service. About the Role This is a full-time, in-person position based at our office at 8 Main Street in Amherst, NH. The Office Manager will play a central role in keeping daily operations running smoothly, coordinating client interactions, supporting administrative workflows, and helping the firm maintain a professional, organized, and welcoming environment. Key Responsibilities Manage day-to-day office administration, scheduling, calendars, and appointment coordination. Greet clients, answer calls and emails, and provide responsive, professional client service. Prepare and organize client meeting materials, reports, proposals, and follow-up items. Maintain accurate client records, support data entry, and assist with opening client accounts. Coordinate internal workflows, deadlines, and documentation in a small-office environment. Support marketing initiatives, client communications, and other firm projects as needed. Qualifications Minimum of 5 years of experience in insurance, investment management, tax preparation, estate planning, mortgages, financial services, or a related professional services environment. Strong computer skills, communication skills, and comfort working with client information and office systems. Excellent attention to detail, reliability, discretion, and ability to manage multiple priorities and deadlines. Insurance license, mortgage loan originator license, Series 65/66 securities license, or similar credential preferred but not required. Prior experience in a small-office setting and a client-facing role is a plus. Compensation and Benefits The starting salary range is $50,000 to $65,000, based on experience and qualifications. Benefits include health, dental, and vision insurance; professional development assistance; and a retirement plan. Additional bonus compensation may be available for candidates who are properly licensed. #J-18808-Ljbffr Amherst Financial Group

Vacancy posted 1 day ago
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