Financial Office Manager
Balanced Wealth Planning, Inc Balanced Wealth Planning, Inc Santa Barbara, CA Santa Barbara, CA Full-time Full-time $60,000 - $80,000 a year $60,000 - $80,000 a year 5 days ago 5 days ago 5 days ago About Us:
At Balanced Wealth Planning, Inc we are dedicated to providing expert tax and financial planning services to our diverse clientele.
We are a growing firm committed to excellence, precision, and personalized service.
As we continue to expand, we are looking for a proactive Office Manager to join our team and help us streamline operations and enhance our service delivery.
Job Description:
The Office Manager will play a critical role in our day-to-day operations, ensuring that our office runs smoothly and efficiently.
This position requires a reliable, highly organized, detail-oriented individual who thrives in a dynamic, fast-paced environment.
The ideal candidate is someone who takes initiative, embraces challenges, and is passionate about making a positive impact.
Note, this position requires a physical presence at our place of business.
Key
Responsibilities:
Process client service requests promptly and accurately.
Manage and clear workflows in our Customer Relationship Management (CRM) system to ensure all client data is up-to-date and tasks are completed efficiently.
Oversee administrative functions, including scheduling, correspondence, and maintaining office supplies.
Greet and assist clients in a warm and professional manner.
Implement and refine office procedures and systems to improve overall efficiency.
Regular self-review and quality assurance of work to ensure accuracy and compliance, especially when handling sensitive financial information.
Take ownership of successes and setbacks, continuously seeking ways to improve both personally and professionally.
Qualifications:
Proven experience as an Office Manager, Administrative Assistant, or similar role, preferably in a financial or tax planning environment.
Strong organizational and time management skills with exceptional attention to detail.
Excellent interpersonal and communication skills, capable of managing diverse client interactions.
Proficiency in using CRM software and MS Office suite.
Ability to work independently and take initiative without direct supervision.
A proactive mindset, with a keen interest in personal and professional growth.
We Offer:
A supportive and vibrant work environment where your work makes a direct impact.
Opportunities for professional development and growth.
Competitive salary and benefits package.
How to Apply:
Interested candidates should submit a cover letter, resume and references.
Job Type:
Full-time Pay:
$60,000.
00 - $80,000.
00 per year
Experience:
Microsoft Office:
1 year (Preferred) Administrative
Experience:
2 years (Required) Ability to Commute:
Santa Barbara, CA 93105 (Required) Work Location:
In person Key
Responsibilities:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
At Balanced Wealth Planning, Inc we are dedicated to providing expert tax and financial planning services to our diverse clientele.
We are a growing firm committed to excellence, precision, and personalized service.
As we continue to expand, we are looking for a proactive Office Manager to join our team and help us streamline operations and enhance our service delivery.
Job Description:
The Office Manager will play a critical role in our day-to-day operations, ensuring that our office runs smoothly and efficiently.
This position requires a reliable, highly organized, detail-oriented individual who thrives in a dynamic, fast-paced environment.
The ideal candidate is someone who takes initiative, embraces challenges, and is passionate about making a positive impact.
Note, this position requires a physical presence at our place of business.
Key
Responsibilities:
Process client service requests promptly and accurately.
Manage and clear workflows in our Customer Relationship Management (CRM) system to ensure all client data is up-to-date and tasks are completed efficiently.
Oversee administrative functions, including scheduling, correspondence, and maintaining office supplies.
Greet and assist clients in a warm and professional manner.
Implement and refine office procedures and systems to improve overall efficiency.
Regular self-review and quality assurance of work to ensure accuracy and compliance, especially when handling sensitive financial information.
Take ownership of successes and setbacks, continuously seeking ways to improve both personally and professionally.
Qualifications:
Proven experience as an Office Manager, Administrative Assistant, or similar role, preferably in a financial or tax planning environment.
Strong organizational and time management skills with exceptional attention to detail.
Excellent interpersonal and communication skills, capable of managing diverse client interactions.
Proficiency in using CRM software and MS Office suite.
Ability to work independently and take initiative without direct supervision.
A proactive mindset, with a keen interest in personal and professional growth.
We Offer:
A supportive and vibrant work environment where your work makes a direct impact.
Opportunities for professional development and growth.
Competitive salary and benefits package.
How to Apply:
Interested candidates should submit a cover letter, resume and references.
Job Type:
Full-time Pay:
$60,000.
00 - $80,000.
00 per year
Experience:
Microsoft Office:
1 year (Preferred) Administrative
Experience:
2 years (Required) Ability to Commute:
Santa Barbara, CA 93105 (Required) Work Location:
In person Key
Responsibilities:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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