Office Manager

First Command Financial Services, Inc.; Oceanside (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

First Command Financial Services, Inc. is seeking an Office Manager in Oceanside, CA to support the District Advisor and ensure exceptional client experiences. Responsibilities include recruiting, managing operations, and maintaining compliance. Applicants should have 3 to 5 years of office experience, strong organizational skills, and knowledge of financial products.

Benefits

Competitive wages

Pleasant work environment

Opportunities for professional development

Career progression

Portable career opportunities

Qualifications

• 3 to 5 years general office experience.
• General knowledge of financial products preferred.
• Satisfactory completion of background check and required documentation.

Responsibilities

• Promote a consistently exceptional client experience.
• Assist with recruiting, hiring, and onboarding.
• Manage district bookkeeping and communication procedures.

Skills

Organizational skills

Communication skills

Proficiency in Microsoft Office

Self-motivation

Job description

6 days ago Be among the first 25 applicants

Direct message the job poster from First Command Financial Services, Inc.

Recruiting Specialist / OM at First Command Financial Services, Inc.

FIRST COMMAND IS HIRING

Office Manager

First Command Financial Services is committed to helping military families get their financial lives squared away. As we continue to expand our team, we are seeking talented individuals who have an internal drive, a passion for the military and a desire for professional growth to join our Oceanside, CA team.

About the Role

The Office Manager supports the First Command District Advisor, who leads a team of Financial Advisors and administrative staff. This role is critical in ensuring we provide a consistently exceptional experience to all clients in their interactions with the firm. You will be responsible for maintaining all office standards in an effective and efficient manner to ensure the District runs smoothly.

Responsibilities

• Promote a consistently exceptional client experience
• Assist the District Advisor with recruiting, hiring and onboarding activities for new Advisors and administrative staff
• Coordinate and document required licensing, continuing education and annual training requirements for office staff
• Ensure all support staff receive new hire and ongoing admin training
• Work with the District Advisor to maintain a marketing events calendar and plan, and assist with marketing events as needed
• Manage district bookkeeping and business tracking responsibilities, including district and individual Advisor production, district expenses, leases and utilities billing, etc.
• Manage office communication procedures and dissemination, and maintain record requirements for compliance purposes
• Coordinate office equipment hardware/software and system upgrades; provide training to District personnel
• Observe all state and federal employer requirements and First Command procedures related to the hiring and termination of employees and independent contractors

Qualifications

• 3 to 5 years general office experience
• General knowledge of financial products preferred
• Satisfactory completion of background check, fingerprinting and required employment documentation, as well as any screening/hiring tool if required by hiring district

Required Skills

• Excellent organizational, written and verbal communication skills
• Proficient in basic computer skills and Microsoft Office, specifically Outlook, Word and Excel
• Ability to handle multiple tasks and thrive in a fast-paced environment
• Self-motivated

Preferred Skills

• General knowledge of financial products preferred

Pay range and compensation package

• Competitive wages
• Pleasant work environment
• Opportunities for professional development
• The ability to be in control of your career trajectory
• Portable career opportunities throughout the United States and overseas

Interested? Email your resume to:

VALENTE VILLALOBOS

760.631.8300

[e-mail]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management

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