Office Manager Jobs

Our client is a family friendly financial services provider located in Eden Prairie, MN that focuses on exceptional customer service is looking to fill the key role of Office Manager/Executive Assistant. This position is instrumental to the operation of the firm.

The ideal candidate will have a bubbly and outgoing personality, be willing to go the extra mile to ensure the ethics, service and values of the firm. A history of working in the financial services industry is preferred but not required.

Duties:

• Manage the front desk and ensure a professional and welcoming environment
• Create new customer files ensuring all documents relating to account type are properly filled out and included in hard copy and electronic files, with an easy to find system
• Organize events for marketing and customer appreciation purposes
• Oversee the daily operations of a financial services office, including customer scheduling, and record management
• Execute any additional tasks that are assigned
• Enter all customer communication and account changes in the database
• Manage calendars and schedule appoints for staff members
• Design and distribute firm's monthly newsletter
• Answer phone calls and emails, providing excellent phone etiquette and customer service
• Assist customers with process of financial transfers and withdrawls
• Maintain and organize files, both physical and electronic

Qualifications:

• Experience with records management
• Willingness to go above and beyond to provide over the top customer service
• Above average communication skills, both written and verbal
• Ability to multitask and strong attention to detail
• Proven knowledge of office practices and procedures
• Preference will be provided to those with past experience in a financial services office
• Event and meeting planning experience is preferred
• An outgoing, bubbly and friendly personality
• Excellent organizational and time management skills