Sign upLog in

Office Manager

DGL FINANCIAL SERVICES dba RAYMOND JAMES

Barberton, OH

Apply
JOB DETAILS
SKILLS
Administrative Skills, Annuities, Billing, Brokerage, Communication Skills, Customer Relations, Customer Relationship Management (CRM) Systems, Dental Insurance, Detail Oriented, Establish Priorities, Financial Services, Health Insurance, Human Resources Management, Insurance, Leadership, Maintain Compliance, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Office Equipment, Office Management, Onboarding, Operations Management, Operations Processes, Order Processing, Payroll Administration, Presentation/Verbal Skills, Problem Solving Skills, Regulatory Compliance, Time Management, Vision Plan, Writing Skills
LOCATION
Barberton, OH
POSTED
30+ days ago
Benefits:
  • 401(k)
  • Dental insurance
  • Vision insurance

Benefits/Perks
  • Competitive Compensation
  • Paid Time Off
  • Paid Health Insurance
Job Summary
We are seeking an experienced Office Manager to join our team. In this role, you will coordinate all administrative duties and office procedures, ensuring the workplace operates smoothly and efficiently. 


Responsibilities 
  • Manage HR functions, including onboarding, employee records, compliance and coordination with leadership
  • Maintain office policies, procedures, and operational standards
  • Oversee operations to ensure client requests are met in a timely fashion
  • Process Required Minimum Distributions for clients
  • Assist financial advisors by making sure they maintain compliant status with their insurance licenses and Continuing Education requirements
  • Process Payroll
  • Pay invoices
  • Enter annuity orders
  • Assist with annual Compliance audits
Qualifications
  • Candidates must have previous experience in a brokerage firm to be considered
  • Proven ability to manage daily office operations, including scheduling, and workflow coordination required
  • Understanding of office equipment, systems, and procedures
  • Proficiency with CRM systems, Microsoft Office (Word, Excel, Outlook, Teams)
  • Excellent time management skills and ability to prioritize multiple tasks
  • Strong problem-solving skills and attention to detail
  • Professional verbal and written communication skills, especially when interacting with clients
  • Must demonstrate familiarity with brokerage operations and the financial services environment

About the Company

D

DGL FINANCIAL SERVICES dba RAYMOND JAMES