Job Description
Job Description
We are seeking a dynamic and highly organized Office Manager to lead the daily operations of our office environment. This energetic role requires a proactive individual who excels in multitasking, communication, and customer service. As the cornerstone of our administrative functions, you will assist with client relationships, manage schedules, and ensure smooth office workflows. Your enthusiasm and organizational prowess will help foster a productive, welcoming workspace that empowers our team to thrive.
Responsibilities:
- Contact clients to schedule meetings
- Answer and direct phone calls
- Prepare documents and reports for client meetings
- Follow-up on all action items from client meetings
- Prepare, process, and follow-up on a variety of client documents
- Handle administrative needs of the office
- Greet clients and guests
- Process client check deposits
- Prepare weekly, quarterly, and annual mailings
- Maintain office filing systems
- Utilize various marketing systems for mass communication
- Maintain a clean and efficient office environment
- Monitor office supplies and order as needed
- Assist with client appreciation events as needed
- Communicate with a variety of vendors to ensure timely processing
- Assist with meeting business goals and objectives
- Monitor email, and text messages, and respond in a timely manner
- Other duties as assigned
Qualifications:
- Previous Customer Service experience
- Strong organizational skills
- Excellent written and verbal communication skills
- Ability to prioritize and multitask
- Strong attention to detail
- Initiative to take on new tasks or responsibilities
- Previous experience in an investment and/or insurance office is a plus, but not required
Company DescriptionEllija Capital Management, LLC is an independent, fee-based Registered Investment Advisor (RIA) located in Grandville, MI.
Company Description
Ellija Capital Management, LLC is an independent, fee-based Registered Investment Advisor (RIA) located in Grandville, MI.