Wealth Progression Group · 8 hours ago
Office Manager
Mason City, IA
Full-time
Onsite
Entry, Mid Level
2+ years expWealth Progression Group is a growing firm focused on helping clients build and manage their wealth. They are seeking a highly organized and proactive Office Manager to ensure smooth operations and professional client experiences.
AdviceRetirementWealth Management
Hiring Manager
Todd L.
Responsibilities
Provide high-level administrative and operational support
Manage calendars, client meetings, and preparation of materials
Coordinate client onboarding and maintain accurate records
Handle client inquiries with professionalism and care
Manage office systems, supplies, and vendor relationships
Collaborate with team members to improve workflows and client service
Qualification
Required
Strong organizational skills and attention to detail
Excellent written and verbal communication
Ability to manage multiple priorities and follow through
Proficiency with Microsoft Office Suite (Excel, Outlook, Word)
Professionalism, discretion, and a client-first mindset
Preferred
Bachelor's degree in business, finance, or related field
2+ years of administrative or financial services experience
Familiarity with CRM systems (RBC, Schwab, etc.)
Series 7, 65/66, or insurance licenses
Benefits
Competitive Pay & Benefits
Full-time benefits
Company
Wealth Progression Group
Wealth Progression Group is a wealth advisory firm that specializes in corporate bonds, retirement, and estate plan services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase