Office Manager - Austin, TX

Advisor Talent Solutions•Austin, TX

1d•Onsite

About The Position

Centennial Advisors with a location in north Austin, TX is dedicated to providing outstanding financial planning services to our clients. Through careful selection and personalized asset allocation, we equip our clients with the tools and guidance they need to reach their financial goals. Everything we do is tailored to help individuals and families work toward a secure and prosperous future. The Office Manager plays a pivotal role in the overall success of our business. This position is responsible for organizing and ensuring seamless daily operations within the office. This role requires a positive attitude, strong work ethic, and dedication to going above and beyond in service to our clients and team.

Requirements

Associates Degree
5 + years’ of office management experience in a fast paced environment
Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and Wealthbox
Demonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks
Excellent communication; written and verbal
Exhibits meticulous attention to detail and a commitment to accuracy
Collaborative team player willing to assist others
Embraces change and adapts quickly in a dynamic environment
Possesses a positive attitude and willingness to learn
Self-starter who takes initiative and works well independently

Responsibilities

Oversee and manage daily office operations to ensure a smooth workflow
Supervise and support operations staff
Maintain office supplies, equipment, and vendor relationships
Implement and enhance office policies and procedures
Provide exceptional client service and assist with inquiries or concerns
Support compliance with financial industry regulations
Handle sensitive and confidential information with discretion
Manage office communications, correspondence, and documentation
Assist in onboarding new employees and ongoing training
Coordinate HR-related tasks including assisting with insurance, facilitating onboarding and hiring processes, and ensuring accurate and compliant employee documentation
Generate, review, and distribute reports to support business operations and decision-making
Maintain and update client records within the CRM (Wealthbox), ensuring accuracy and timely entry of data to support business operations and client communications