Elwood Staffing Services, Inc. · 9 hours ago
Office Manager - Financial Services
Grand Junction, CO
Full-time
Onsite
Mid Level
$20/hr - $23/hrElwood Staffing is an award-winning local financial services firm that has been helping the Grand Valley make smart financial decisions for over 50 years. They are seeking an Office Manager to provide exceptional support to clients, manage accounts, and handle various administrative tasks to ensure a positive client experience.
Human ResourcesRecruitingStaffing Agency
Responsibilities
Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members
Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records
Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives
Strong computer literacy with willingness to learn new technology and programs while using Microsoft Office products and other firm-provided software
Qualification
Required
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Applicant may be subject to a background check
Pre-employment drug screen is required as a condition of employment
A conviction record will not necessarily prevent you from being employed. You will be required to complete and submit a questionnaire. We will consider your age at the time of the offense, when the offense occurred, the seriousness and the nature of the offense, as well as any rehabilitation to determine your employability
Benefits
Medical/Vision/Dental/Rx plans
Holiday Pay
Teladoc (online care)
Referral Bonus Incentive
Weekly Pay
401k
And More!
Company
Elwood Staffing Services, Inc.
Whether you're looking to find your next great employee, make your next career move, or help a friend find a new job, you can trust that Elwood puts its passion and expertise into making the right match—quickly.
Founded in 1980
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brett Flora
Chief Technology Officer
Victor Meyer
Chief Financial Officer
Recent News
Cincinnati Business Courier
2024-01-23
Company data provided by crunchbase