Client-Focused Financial Services Office Manager

Gainesville Financial Solutions Group; Gainesville (FL); On-site; USD 45,000 - 75,000; Full time

Job summary

Gainesville Financial Solutions Group seeks an experienced Office Manager to provide high-level administrative and marketing support for a team of financial advisors in a fast-paced, professional practice.

The role covers client onboarding, CRM management, marketing initiatives, and compliance tracking, with a focus on smooth operations, excellent client service, and business development support.

Qualifications

• Expertise with Microsoft Office (Excel, Word, Outlook, PowerPoint).
• Experience in a financial advisory, investment, or insurance office in an office manager role preferred.
• Solid understanding of financial services terminology.

Responsibilities

• Onboarding new clients by preparing and processing insurance and account applications, investment documents, and compliance forms.
• Maintain and update the firm's CRM system with client details, meeting notes, and dates; track follow-ups.
• Respond to routine client inquiries regarding account balances, transactions, and insurance information.
• Prepare materials for client review meetings and support post-meeting follow-up and documentation.
• Coordinate and confirm appointments; manage advisors' calendar and client reviews.
• Monitor licensing requirements, continuing education, and regulatory obligations for Advisors.
• Supervise support staff and oversee administrative operations.

Skills

MS Office

CRM experience

Financial terminology

Organizational skills

Communication skills

Confidentiality

Client-focused mindset

Tools

Microsoft Office Suite

CRM systems

Financial software

Job description

Gainesville Financial Solutions Group seeks an experienced Office Manager to provide high-level administrative and marketing support for a team of financial advisors in a fast-paced, professional practice.

The role covers client onboarding, CRM management, marketing initiatives, and compliance tracking, with a focus on smooth operations, excellent client service, and business development support.