Office Manager
Park Square Financial Group
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 Office Manager - Financial Services. 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! This role requires previous experience working with a Registered Investment Advisor (RIA) to be considered for employment. Candidates must demonstrate a strong understanding of RIA operations, regulations, and client service standards. 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 Experience working with a Registered Investment Advisor (RIA) firm is required Proficient in 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 #J-18808-Ljbffr Park Square Financial Group
$38k - $42k
...Benefits: ~401(k) ~ Bonus based on performance ~ Competitive salary ~ Training & development Office Manager - North Atlanta Reports to: Business Owner Schedule: Monday - Friday, 7:30 AM - 5:00 PM Compensation: Competitive salary...SuggestedWork at officeMonday to FridayDay shiftTwo Maids
Alpharetta, GA2 days ago- ...Opportunities Job Summary We are seeking an experienced Call Center Manager with home service experience to join our team. In this role,... ...financial analysis concepts Highly skilled in Microsoft Office. Excellent verbal, written, and interpersonal communication...SuggestedFull timeFor contractorsWork at office
Gagne Heating & Ac
Alpharetta, GA8 hours ago - Office Manager / Branch Operations Manager (Growth Path to General Manager) Position Summary The Office Manager / Branch Operations Manager is a key leadership role responsible for overseeing the daily operations of a generator sales and service branch. This position serves...SuggestedContract workWork at officeLocal area
- ...leaders continuously seek new ways to elevate the senior living experience. Reports To Executive Director Summary The Business Office Manager is responsible for human resources, accounting, and administrative functions including, addressing information requests,...SuggestedFull timeWork at office
- A senior living community is seeking a Business Office Manager responsible for human resources, accounting, and administrative functions. The successful candidate will maintain office coordination, manage supplies, process payroll, and conduct marketing tours. Required...SuggestedFull timeWork at office
$99.3k - $185.8k
...employees at all levels. As an Executive Administrative Coordinator Manager you will work across teams to provide the supervision,... ...of experience 5 plus years of experience managing people In-office presence as needed to meet with teams and customers Must be flexible...Work experience placementSummer holidayWork at officeFlexible hours- ...Join a great employee-owned Company with an even greater culture! Albion General Contractors is searching for an Office Manager. The Office Manager is responsible for administrative and office support and oversight that includes front desk receptionist, event planning...Hourly payFull timeContract workTemporary workFor contractorsWork experience placementWork at officeMonday to Friday
Albion General Contractors, Inc.
Sandy Springs, GA3 days ago - ...and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not...Work at office
- ...Office Coordinator The Office Coordinator at Blue Trust provides exceptional service to ensure visitors and staff are served in an... ...Handles newspapers, mail, package delivery, and pick up process. Manages booking and preparation of shared conference rooms (set-up,...Work at officeMonday to FridayFlexible hours
- ...beautifying homes and buildings; interiors, exteriors, commercial, offices, and condominiums. Our success has been built on the foundation... ...Purchase Orders (POs). Pay all bills and maintain all files. Manage paperwork for new hires and terminated employees. Conduct...For contractorsWork at office
- ...Janitorial staff. Maintain reception area in neat and orderly condition. Assist office and executive support team as requested with various tasks and projects. Access property management portals to report office related issues. Coordinate new/existing building badges...Work at officeLocal areaRemote workAfternoon shift
ABM Industries
Alpharetta, GA3 days ago - ...updates as new positions become available. Dooley Dentistry is looking for an experienced, confident, patient-centered Dental Office Manager to join their team in Woodstock! For over three decades, Dr. John K. Dooley, along with his staff, has stayed up-to-date on his...Full timeWork experience placementWork at officeAfternoon shift
Dr. Blankenship
Woodstock, GA3 days ago - ...brighten and enrich the lives of those we serve with HEART; Hospitality, Excellence, Appreciation, Respect & Teamwork. The Business Office Manager oversees the Accounting and Human Resources functions as well as handles recruitment, retention, new hire orientation, benefits...Temporary workWork at office
- ...Job Description Job Description We are seeking a highly organized, detail-oriented Office Manager, to oversee the daily administrative and financial operations of our office. The ideal candidate will have strong accounting/bookkeeping, payroll, and human resources...Work at office
- ...Job Description Job Description Seeking an Office Manager with Procore and Sage, for a GC in Alpharetta, GA Competitive Salary, Culture & Benefits Growing general contractor is seeking a talented Office Manager to handle the daily flow of the office and...For contractorsWork at office
- ...Front Office Coordinator The Front Office Coordinator at Rheem is responsible for helping create a welcoming environment for our... ...including serving as liaison with customer care teams and Facility Management). Perform other clerical duties such as ordering supplies,...Work experience placementWorldwideMonday to FridayWeekend work
Rheem Manufacturing
Roswell, GA14 hours ago - Job Description: Title: Account Manager - Employee Benefits Work Mode: Remote (Eastern and Central Times Zones Only) | Location/Supporting... ...accuracy in handling large work volumes Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent)...Remote work
- ...professional to assist attorneys with various administrative tasks. The role requires strong knowledge of court rules and an ability to manage legal documents and client communications efficiently. The ideal candidate will demonstrate impeccable integrity, organizational...
Hall Booth Smith, P.C
Alpharetta, GA3 days ago $20 - $22 per hour
...skills in various software and web-based applications Proficient in Microsoft Office Strong attention to detail and follow through Demonstrated ability to prioritize tasks and manage time efficiently What will my work environment be like? Candidates must...Hourly payWork at officeWestern Pest Services
Roswell, GA5 days ago$16 - $20 per hour
Office Clerk - Alpharetta GA Alpharetta GA MDO - Alpharetta, GA 30005 Overview Salary Range $16.00 - $20.00 Hourly Position Type Full Time... ...accurately and efficiently. Excellent organizational skills to manage multiple tasks and priorities effectively. Proficiency in MS...Hourly payFull timeWork at officeShift workDay shiftTemco Logistics
Alpharetta, GA1 day ago- ...Office Administrator - Join the Team at Pest USA Pest USA, a well-established and growing leader in Pest and Termite Control since... ..., you'll play an essential role in supporting both the Branch Manager and Office Manager while helping to ensure day-to-day...Currently hiringWork at office
Team Pest USA
Roswell, GA1 day ago - ...performance ~ Competitive salary ~ Dental insurance ~ Employee discounts Able Autism Therapy Services - Assistant Office Manager Job Description : Help Manage the center with the day to day activities and support Office Manager with long term goals...Work at office
$45k
...Job Description Job Description Office Manager / Operations Coordinator TruBlue Northeast Atlanta | Full-Time, On-Site (Peachtree Corners, GA) About Us TruBlue Northeast Atlanta is a growing premium Home Repair and Handyman Services company. Our mission is to...Permanent employmentFull timeWork at officeLocal areaTruBlue Home Service Ally
Peachtree Corners, GA4 days ago$47k - $86k
...advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: Summary: The...Remote jobFull timeNfp
Alpharetta, GA8 hours ago- ...We’re looking for an Account Based Marketing Manager for our office in Alpharetta, GA . The position is fulltime. You’ll join an awesome team to support our growing customer base. About the role We're looking for a data-driven Digital & ABM Marketing Manager to manage...Full timeCasual workWork at officeFlexible hours
Aptean
Alpharetta, GA5 days ago - ...The Account Manager will play a pivotal role in managing a major US-based client’s Formula 1 partnership, with a strong focus on hospitality delivery and partnership management. Acting as the day-to-day client contact, the Account Manager will ensure the seamless execution...Remote jobFull timeContract workWork from homeTrial periodFlexible hours
Right Formula
Alpharetta, GA8 hours ago - ...Arches Ferry Dental LLC in Alpharetta is seeking a Receptionist/Office Administrator to join their team. The role involves greeting patients, managing appointments, and maintaining office supplies. Ideal candidates will possess excellent communication and customer service...Work at office
Arches Ferry Dental LLC
Alpharetta, GA3 days ago $18 - $22 per hour
...and the ability to work independently. It is a full-time onsite office position, not hybrid. No legal experience is required.... ...dedicated file room. Consistently and accurately updating case‑management systems. Retrieving and responding to a variety of clients and...Hourly payFull timeMonday to Friday- ...countless customers and colleagues. Those stories are part of what makes this such a special place to work. Job Overview The Manager, Sales & Customer Service ensures that the very best of Macy's is always on display. They see the store through the customers' eyes...Full timeWork experience placementFlexible hoursWeekend workAfternoon shift
- ...job poster from Northpoint Commercial Finance Position Summary: The Office Administrator will coordinate office activities and operations while providing clerical and administrative support to management. This role requires to be in the office Monday - Friday. Duties/...Work at officeMonday to Friday
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