A financial services firm in Roseville is seeking a detail-oriented and professional Office Manager to oversee daily office operations, provide client support, and assist with financial and administrative tasks. This is an onsite, full-time position with long-term growth potential.
Location: Roseville, CA
Schedule: Monday - Friday, 8:00 AM - 5:00 PM
Compensation: $25 - $30 per hour (DOE)
Key Responsibilities:
Client Service & Office Management
Serve as the first point of contact for clients - answer phones, greet visitors, and ensure a professional office environment.
Handle day-to-day client service requests, including processing transactions, updating client information, and managing account changes.
Prepare for client meetings, including gathering investment statements, tax returns, and account paperwork.
Maintain and update client records in CRM (Redtail), documenting meetings and phone calls.
Financial & Business Processing Support
Process investment transactions and maintain financial records using Morningstar Office and Albridge.
Assist with quarterly advisory billing and account reconciliation.
Utilize MoneyGuide Pro for financial planning data input.
Process business transactions through IFG Gateway, ensuring client data is accurate and up to date.
Administrative & Marketing Support
Manage office calendar, scheduling appointments and tracking tasks.
Create and distribute quarterly newsletters using MS Publisher.
Maintain and update the company website as needed.
Support marketing efforts and special projects to help grow the business.
Ideal Qualifications & Skills:
2+ years of experience in investments, taxes, estate planning, or financial planning.
Proficiency in MS Office, particularly Excel, Word, PowerPoint, and Publisher.
Experience with CRM systems (Redtail), Morningstar, and business processing platforms.
Strong attention to detail, organization, and written communication skills.
Professional demeanor with a positive phone presence.
Ability to work independently and manage multiple responsibilities.
Securities license is a plus but not required.
Why Join Us?
Opportunity for long-term career growth in the financial services industry.
Work in a collaborative and professional environment.
Competitive pay of $25 - $30 per hour, based on experience.
If you're a proactive, detail-oriented professional looking for a stable and rewarding role, apply today!