Office Manager Position at Clower Wealth Management

Seeking an Office Manager – Wealth Management Firm
clower-wealth-managementSmall, independent wealth management firm, located in Mashpee, MA has an immediate opening for a top-notch Office Manager with exceptional computer skills. This is an excellent opportunity for someone who has previous experience working in the financial services industry.
The Office Manager is responsible for professionally interacting with clients and insurance company and financial services personnel. In addition, the office manager provides operational and administrative support to the President/Owner. This position requires an individual who has great customer service and organizational skills, enjoys performing multiple tasks efficiently with impeccable accuracy, and enjoys working independently in a small office environment. Successful candidates will have a strong track record with technology, detailed follow-through, exceptional written and verbal communication skills, enthusiasm and a professional demeanor.

Job Requirements: Administrative and client service experience with at least 3 years of experience in the financial service industry is required. Also being detail oriented with the ability to multi-task with a high degree of accuracy and a desire to deliver superior client service are a must. In addition, excellent communication and problem solving skills, proficiency with Microsoft Office and a desire to work independently in a small team environment are essential. The ideal candidate will be able to assist in the preparation of client reports and other material needed for client meetings and follow through and document action items. Establishing a rapport with custodial contacts to ensure timely and accurate completion of requests is also crucial in this position.

If interested, please contact Bob Clower at (508)477-2775 or forward resume to bob@clowerwealthmgmt.com

Author: Mashpee Chamber of Commerce

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