Park Square Financial Group · 3 hours ago
Wealth Management Office Manager
Roswell, GA
Full-time
Onsite
Mid Level
$75K/yr - $75K/yr
3+ years expPark Square Financial Group is a well-established Independent Advisor and Financial Services Company located in Roswell, GA. They are seeking a self-motivated and organized individual to oversee and optimize daily office operations while providing excellent client service and support to Advisors.
Financial ServicesRetirementWealth Management
Responsibilities
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
Qualification
Required
3+ years' experience in Office or Operations Management
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
Preferred
Previous experience in financial industry preferred
Bachelor's degree preferred or equivalent work experience
Series 65 license preferred or willing to obtain
Benefits
Health
Dental
401k
PTO
Company
Park Square Financial Group
Park Square Financial Group offers portfolio and wealth management, estate and retirement planning, and investment strategy solutions.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Scott Swiney
Partner
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