Dale Buckner, Inc. is an established 40-year-old wealth management and financial planning firm. We care about our clients, not just their money. At Dale Buckner, Inc., we consider our clients' best interests above all else. Our team is focused on helping our clients reach their financial and retirement goals.
We are experiencing consistent growth, and we are searching for the right self-starting Business Office Manager. We are committed to building a team that meets our clients' needs. Our team members help other team members realize their true potential.
If you are a professional, customer service-minded Office Manager who will be responsible for a diverse range of administrative duties, including bookkeeping and human resources, send us your resume. You can support our company's business initiatives and ensure our office remains an amazing place to work. We are seeking candidates who are passionate about what we do.
Key Responsibilities:
Assist the President and Senior Vice President in all aspects of business operations
Responsible for human resources duties, including recruiting, on-boarding, compliance with corporate HR policies, biweekly payroll, benefits
Handle Accounts Payable and Accounts Receivable, budget planning, internal reports
Quarterly client billing for management fees
Cross train on support positions in the office
Qualifications:
3-years professional office experience
Bachelor's Degree preferred
Experience in human resources and bookkeeping
Able to pass FBI background check
Skills and Knowledge:
Proficiency with MS Office Suite, QuickBooks, CRM database
Deep interest in employee relations, able to interact with employees at all levels
Positive attitude toward client relations to provide exceptional client service
Personable and friendly disposition with an understanding of the intangible things it takes to make a small business work
Dependable with unquestionable work ethic and integrity
Proactive and able to work without direct supervision; takes own initiative
Ability to maintain confidentiality of highly sensitive information
Sound judgment and problem-solving skills
Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
Strong written and verbal communication skills; Spanish is a plus
Pay Rate: The potential compensation for this position ranges from $22 to $31 per hour and is contingent on the applicant's previous education and/or experience.
Benefits: (once eligibility requirements are met)
401(k)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
LTD Insurance
STD Insurance
Paid time off
Educational Possibilities
We welcome your interest in being a part of the Dale Buckner, Inc. team. We have a growth-oriented, entrepreneurial culture that respects people, values, talent, experience, and ambition. We encourage leadership at all levels.