Howell Financial Group is a leading provider of comprehensive financial solutions, dedicated to delivering exceptional service and results to our clients. We are looking for a highly organized and motivated Office Manager to join our team and contribute to our mission of excellence in financial services.
Position Overview:
The Office Manager will play a crucial role in ensuring the smooth operation of our office. This position is responsible for
overseeing office administration, supporting staff, maintaining a productive work environment, and implementing efficient
processes. The ideal candidate will have experience in financial services and possess strong leadership and organizational
skills.
Key Responsibilities:
Manage daily office operations, including scheduling, correspondence, and administrative tasks.
Coordinate office maintenance and ensure all facilities are in good working condition.
Oversee office supplies inventory and procurement processes, ensuring cost-effective purchasing.
Assist with financial record-keeping, reporting, and documentation.
Support HR functions, including recruitment, onboarding, and employee training.
Facilitate communication between departments and ensure effective workflow within the office.
Track statuses of licenses, carrier appointments, and continuing education requirements for advisors and staff.
Develop and implement office policies and procedures to enhance efficiency.
Maintain confidentiality and safeguard sensitive information.
Assist in preparing financial reports and presentations as needed.
Organize company events, meetings, and training sessions.
Qualifications:
Bachelor's degree in Business Administration, Finance, or a related field preferred.
Minimum of 3 years of experience in office management, preferably in the financial services sector.
Strong understanding of financial processes and terminology.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and office management software.
Excellent organizational and multitasking abilities.
Strong written and verbal communication skills.
Ability to work independently and as part of a team.
Attention to detail and problem-solving skills.
Why Join Us?
Competitive salary and benefits package.
Opportunities for professional development and growth.
A dynamic and collaborative work environment.
Beautiful new office space in North Dallas (Q4 2024).
Contribution to impactful financial services that make a difference for our clients.
How to Apply:
Interested candidates should submit their resume and a cover letter outlining their qualifications and experience to jhowell@howellfinancial.com. Please include "Office Coordinator Application" in the subject line.