Office Manager (Full Time)

Office Manager - Full Time

Jumet Financial is committed to providing our clients with well-informed, personalized advice, as well as creating a disciplined framework within which financial decisions are made, implemented, and managed from generation to generation. Jumet Financial is seeking a highly efficient and detail-oriented individual with the same strong standards for the role of Office Manager/Team Administrator. The position requires a high level of confidentiality and professionalism, excellent time and project management skills, and the ability to manage multiple work streams (both internal and external) at once. The qualified candidate must show high regard for client needs and not only be efficient, but also be able to build rapport with current clients and prospective clients. The individual will have a desire to continue their education and skill development. 

Primary Duties and Responsibilities:

• Handling client clerical work, account updates, information, scheduling with advisors, etc. 
• Helping organize the team responsibilities to ensure excellent client service 
• Answering company phone calls
• Managing company mail and forwarding to team members as appropriate
• Managing and overseeing company document storage/retention protocol
• Ordering office supplies and maintaining office equipment
• Maintaining a cleaning schedule for the office and assisting with cleaning as needed
• Assist in Event Planning (ex: small open house events and local Chamber events) 
• Assist in coordinating team meetings and agendas
• Assist in overseeing team vacation scheduling, making sure there is adequate coverage for advisors
• Assisting in client onboarding in region, serving as a backup to Client Service branch as necessary
• Relationship management 
• Other duties as assigned
• All Jumet Financial employees are required to help serve our community through initiatives planned by the Jumet Financial Team

Qualifications:

• High school graduate, post-secondary associate degree in progress, or in business related field and willingness to continue education towards certifications and/or advanced degrees
• Strong passion to work in and succeed in the financial industry
• Excellent Computer skills (MS Word, Excel, PowerPoint, and Outlook)
• Excellent communication skills (spelling, grammar and proofreading written skills and verbal skills)
• Excellent organizational and time management skills
• Ability to prioritize and multi-task 
• Ability to exercise confidentiality and discretion
• Eligible candidates will be required to pass a background check.