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Wealth Management Office Manager - Roswell, GA

Advisor Talent Solutions

Roswell, Georgia

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JOB DETAILS
SKILLS
Administrative Skills, Calendar Management, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Documentation, Financial Services, Identify Issues, Interpersonal Skills, Mail Processing, Metrics, Microsoft Office, Office Management, Onboarding, Operations Management, Organizational Skills, Performance Metrics, Plan Meetings, Registered Investment Advisor (RIA), Reporting Skills, Scorecarding, Series 65, Standard Operating Procedures (SOP), Team Player, Wealth Management
LOCATION
Roswell, Georgia
POSTED
5 days ago
Position: Wealth Management Office Manager
Firm: Park Square Financial Group
Location: Roswell, GA
 
Overview:
 
Advance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.
 
Park Square Financial Group, located in Roswell, GA, is hiring a full-time Wealth Management Office Manager. The ideal candidate will be client facing, a self-starter, tech savvy, and enthusiastic team player who can oversee and optimize daily office operations.  We offer a supportive work environment, competitive compensation, and excellent opportunities for both professional and personal growth—perfect for a self-motivated go-getter!
 
What you’ll do:
  • Maintain weekly scorecard metrics for the firm and update weekly KPI’s
  • Coordinate internal communications, calendars, and daily support to Advisors
  • Own and update L10 meeting preparation, follow-up, and issue tracking
  • Serve as the primary POC for scheduling, client meeting prep, and client service workflow
  • Prepare client reports, packets, confirm appointments and set up for meetings
  • Process client service requests including beneficiary changes, address updates, and forms
  • Assist with onboarding new team members
  • Preparing training guides and updating SOP’s
  • Manage incoming/outgoing mail, supplies and scheduling
  • Assist with filing compliance documentation
  • Support and troubleshoot CRM and other platforms  
 
What We’re Looking For:
  • 3+ years’ experience in Office or Operations Management
  • Experience working with a Registered Investment Advisor (RIA) firm is required
  • Proficient MS Office software
  • Previous CRM experience (Orion, Wealthbox or equivalent)
  • Experience with Schwab and Fidelity custodial platforms
  • Professional and warm client presence
  • Ability to work with minimal supervision
 
Bonus Points:
  • Bachelor’s degree preferred or equivalent work experience
  • Series 65 license preferred or willing to obtain
 
What You’ll Get:
 
Pay & Perks:
  • Competitive salary
  • Health
  • Dental
  • 401k
  • PTO
Schedule:
  • Onsite: Monday – Friday, 9am – 5pm
  • Occasional evening client events
 
 
 
Presented by Advisor Talent Solutions
 
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
 
Learn more about our approach and services at advisortalentsolutions.com         
 

About the Company

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Advisor Talent Solutions

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